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| Beacon Retirement Planning Services Inc
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|---|---|
| CRD # | 110038 |
| SEC # | 801-57962 |
| CIK # | |
| AUM | $942.5 MM (2023-02-27) |
| Employees | 15 (47% Investors, 67% Brokers) |
| Phone | 972-726-9888 |
| Address | 17300 Preston Rd, Suite 120 Dallas, TX 75252-5654 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 302.0 |
| (b) Individuals (high net worth individuals) | 231 | 640.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,209 | 942.5 |
| By Discretionary | ||
| Discretionary | 2,209 | 942.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,209 | 942.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 942.5 | |
| Total | 2,209 | 942.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Personal CFO Solutions LLC
✚
|
NJ | 1.0 |
|
Verus Capital Partners LLC
✚
|
AZ | 0.9 |
|
Centennial Securities Company Inc
✚
|
MI | 0.9 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 0.9 |
|
Truadvice LLC
✚
|
FL | 0.9 |
|
New England Professional Planning Group Inc
✚
|
RI | 0.9 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
Wallington Asset Management LLC
✚
|
IN | 0.9 |
|
Retirement Investment Advisors Inc
✚
|
OK | 0.9 |