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| Beacon Investment Advisory Services Inc
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| |
|---|---|
| CRD # | 226547 |
| SEC # | 801-96256 |
| CIK # | 0001654599 |
| AUM | $4.0 BB (2024-06-07) |
| Employees | 45 (93% Investors, 0% Brokers) |
| Phone | 973-377-8090 |
| Address | 163 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| DXCM | 29.3 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| MA | 309.6 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| IAU | 0.0 | ||
| ADI | 77.2 | 0.0 | |
| NVO | 245.3 | 0.0 | |
| IDXX | 29.3 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,158 | 1.0 |
| (b) Individuals (high net worth individuals) | 1,566 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 3 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 40 | 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 | 54 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,833 | 4.0 |
| By Discretionary | ||
| Discretionary | 2,717 | 3.9 |
| Non-Discretionary | 116 | 0.1 |
| Total | 2,833 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 2,833 | 4.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001654599] |
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