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| Beacon Investment Advisory Services Inc
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|---|---|
| CRD # | 226547 |
| SEC # | 801-96256 |
| CIK # | 0001654599 |
| AUM | 4,442.2 M (2026-03-30) |
| Employees | 51 (84% Investors, 0% Brokers) |
| Phone | 973-377-8090 |
| Address | 163 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 823 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,007 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 41 | 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 | 55 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,939 | 4.4 |
| By Discretionary | ||
| Discretionary | 2,825 | 4.3 |
| Non-Discretionary | 114 | 0.2 |
| Total | 2,939 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 2,939 | 4.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001654599] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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