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⚲
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| Beacon Global Advisor Network LLC
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| |
|---|---|
| CRD # | 288833 |
| SEC # | 801-110724 |
| CIK # | 0001712843 |
| AUM | $291.6 MM (2024-03-28) |
| Employees | 48 (94% Investors, 0% Brokers) |
| Phone | 888-679-6474 |
| Address | One Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 217.6 |
| (b) Individuals (high net worth individuals) | 38 | 73.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 291.6 |
| By Discretionary | ||
| Discretionary | 360 | 290.9 |
| Non-Discretionary | 1 | 0.7 |
| Total | 361 | 291.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 216.9 | |
| United States Persons | 74.7 | |
| Total | 361 | 291.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001712843] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |
|
Cadence Wealth Management LLC
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|
MA | 0.3 |
|
FSA Advisors Inc
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MI | 0.3 |
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Stonebridge Capital Management Inc
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CA | 0.3 |
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Graham Bordelon Golson & Gilbert Inc
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Proquility Private Wealth Partners LLC
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NV | 0.3 |
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Sherwood Financial Partners LLC
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CA | 0.3 |
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Bay Harbor Wealth Management LLC
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MD | 0.3 |
|
Investment Center Inc
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IL | 0.3 |
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Carter Financial Group Inc
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IL | 0.3 |