Beacon Investment Advisory Services Inc

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CAFR Data
Beacon Investment Advisory Services Inc
CRD #226547
SEC #801-96256
CIK #
AUM $3.0 BB (97% Disc, 100% US)
Employees37 (89% Investors, 0% Brokers)
Phone973-377-8090
Address163 Madison Avenue
Morristown, NJ 07960
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02011201420172020
Sector Holding Cap ($MM) Value ($MM)
BKLN54.6
VTI50.5
IJR30.3
PFS1,790.027.9
MINT25.9
HBAN14,400.024.6
MSFT865,660.022.8
IWM21.8
AAPL843,560.018.8
JPM341,670.017.7
View All
Holdings by Sector ($)
0.90.70.50.40.20.02015201620182020
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TX 3.0
Duggan Robert W
FL 3.0
Rittenhouse Financial Services Inc
PA 3.0
Anchor Capital Advisors LLC
MA 3.0
Inverness Counsel LLC
NY 3.0
Independent Financial Group LLC
CA 2.9
RBC Private Counsel USA Inc
2.9
SSN Advisory Inc
TN 2.9
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