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| Beacon Retirement Planning Services Inc
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| |
|---|---|
| CRD # | 110038 |
| SEC # | 801-57962 |
| CIK # | |
| AUM | $1.0 BB (2024-03-17) |
| Employees | 14 (43% Investors, 71% Brokers) |
| Phone | 972-726-9888 |
| Address | 17300 Preston Rd, Suite 120 Dallas, TX 75252-5654 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($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) |
|---|---|---|
|
Association Financial Services Inc
✚
|
UT | 1.0 |
|
Great Waters Wealth Management
✚
|
MN | 1.0 |
|
Journey Advisory Group LLC
✚
|
KY | 1.0 |
|
Greenrock Research Inc
✚
|
IL | 1.0 |
|
Level Four Capital Management
✚
|
TX | 1.0 |
|
CornerStone Wealth Strategies Inc
✚
|
WA | 1.0 |
|
Campbell Wealth Management Inc
✚
|
VA | 1.0 |
|
REDW Wealth LLC
✚
|
NM | 1.0 |
|
Strategic Financial Concepts LLC
✚
|
TX | 1.0 |
|
The Norden Group LLC
✚
|
UT | 1.0 |