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| Beacon Investment Advisory Services Inc
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| CRD # | 226547 |
| SEC # | 801-96256 |
| CIK # | 0001654599 |
| AUM | $4.4 B (2025-03-29) |
| Employees | 46 (83% Investors, 0% Brokers) |
| Phone | 973-377-8090 |
| Address | 163 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001654599 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.0 | ||
| Intuit Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Dexcom Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Fortinet Inc | 0.0 | ||
| Insulet Corp | 0.0 | ||
| Idexx Laboratories Inc /DE | 0.0 | ||
| Stryker Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,122 | 1.3 |
| (b) Individuals (high net worth individuals) | 1,664 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 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 | 38 | 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 | 53 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,889 | 4.4 |
| By Discretionary | ||
| Discretionary | 2,781 | 4.2 |
| Non-Discretionary | 108 | 0.2 |
| Total | 2,889 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 2,889 | 4.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001654599] |
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Rehmann Capital Advisory Group LLC
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4.3 | |
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