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| Keyboard |
| Beacon Retirement Planning Services Inc
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|---|---|
| CRD # | 110038 |
| SEC # | 801-57962 |
| CIK # | |
| AUM | 1,304.2 M (2026-03-13) |
| Employees | 18 (44% Investors, 67% Brokers) |
| Phone | 972-726-9888 |
| Address | 17300 Preston Rd, Suite 120 Dallas, TX 75252-5654 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 542 | 184.6 |
| (b) Individuals (high net worth individuals) | 510 | 1,119.6 |
| (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 | 2,152 | 1,304.2 |
| By Discretionary | ||
| Discretionary | 2,152 | 1,304.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,152 | 1,304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,304.2 | |
| Total | 2,152 | 1,304.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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