Beacon Investment Advisory Services Inc

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Assets, Funds, Holdings

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Beacon Investment Advisory Services Inc
CRD #226547
SEC #801-96256
CIK #0001654599
AUM$2.4 BB
Employees34
Phone973-410-3100
Address163 Madison Avenue
Morristown, NJ 7960
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 59.5
IJR 44.4
PFS 1,790.0 31.2
AGG 25.9
IGSB 24.8
HBAN 14,400.0 21.9
MSFT 865,660.0 20.5
AAPL 843,560.0 19.3
JPM 341,670.0 18.5
HD 206,070.0 15.6
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Holdings by Sector ($BB)