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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Retirement Planning Services Inc
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| CRD # | 110038 |
| SEC # | 801-57962 |
| CIK # | |
| AUM | $1.1 B (2025-07-31) |
| Employees | 16 (50% Investors, 69% Brokers) |
| Phone | 972-726-9888 |
| Address | 17300 Preston Rd, Suite 120 Dallas, TX 75252-5654 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 463 | 184.1 |
| (b) Individuals (high net worth individuals) | 285 | 953.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,121 | 1,137.5 |
| By Discretionary | ||
| Discretionary | 2,121 | 1,137.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,121 | 1,137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,137.5 | |
| Total | 2,121 | 1,137.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paul Winkler Inc
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|
TN | 1.2 |
|
New England Professional Planning Group Inc
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|
RI | 1.2 |
|
Centennial Securities Company Inc
✚
|
MI | 1.2 |
|
Wallington Asset Management LLC
✚
|
IN | 1.2 |
|
Allied Investment Advisors LLC
✚
|
MT | 1.1 |
|
Midwest Capital Advisors LLC
✚
|
MI | 1.1 |
|
Armstrong Fleming & Moore Inc
✚
|
DC | 1.1 |
|
Strategic Wealth Investment Group LLC
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|
1.1 | |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.1 |
|
Straightline Group LLC
✚
|
MI | 1.1 |