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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Hill Wealth Management Ltd
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|---|---|
| CRD # | 325860 |
| SEC # | 801-129439 |
| CIK # | |
| AUM | $105.7 M (2025-03-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 778-433-1314 |
| Address | 1133 Fort Street Victoria Bc, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 8.8 |
| (b) Individuals (high net worth individuals) | 155 | 96.9 |
| (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 | 233 | 105.7 |
| By Discretionary | ||
| Discretionary | 39 | 26.6 |
| Non-Discretionary | 194 | 79.1 |
| Total | 233 | 105.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.5 | |
| United States Persons | 12.2 | |
| Total | 233 | 105.7 |
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|---|---|---|
|
Primm & Co Inc
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|
0.1 | |
|
Stewardship Concepts Financial Services LLC
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|
WA | 0.1 |
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Natural Bridges Financial Advisors LLC
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CA | 0.1 |
|
Planning Solutions International LLC
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|
FL | 0.1 |
|
Portland Financial Advisors Inc
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|
0.1 | |
|
The Financial Discovery Group Inc
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|
GA | 0.1 |
|
Pacifica Partners Capital Management Inc
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|
0.1 | |
|
GCI Financial Group Inc
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|
NJ | 0.1 |
|
Alpine Wealth Advisors LLC
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|
CO | 0.1 |
|
RBG Wealth Advisors LLC
✚
|
TN | 0.1 |