Beacon Retirement Planning Services Inc

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Assets, Funds, Holdings

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Beacon Retirement Planning Services Inc
CRD #110038
SEC #801-57962
CIK #
AUM $1.0 BB (2024-03-17)
Employees 14 (43% Investors, 71% Brokers)
Phone972-726-9888
Address17300 Preston Rd, Suite 120
Dallas, TX 75252-5654
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
110088066044022002001200920172025
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
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Level Four Capital Management
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CornerStone Wealth Strategies Inc
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Campbell Wealth Management Inc
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REDW Wealth LLC
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Strategic Financial Concepts LLC
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The Norden Group LLC
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