|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Wealth Consultants Inc
✚
|
|
|---|---|
| CRD # | 154939 |
| SEC # | 801-118970 |
| CIK # | |
| AUM | $236.9 M (2025-03-26) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 540-345-3891 |
| Address | 302 Washington Ave SW Roanoke, VA 24016-4312 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,000 | 137.4 |
| (b) Individuals (high net worth individuals) | 80 | 69.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 27.9 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,097 | 236.9 |
| By Discretionary | ||
| Discretionary | 1,096 | 236.7 |
| Non-Discretionary | 1 | 0.2 |
| Total | 1,097 | 236.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.9 | |
| Total | 1,097 | 236.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |
|
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |
|
Client First Capital LLC
✚
|
0.2 | |
|
Andrews Advisory Associates LLC
✚
|
HI | 0.2 |
|
MPI Wealth Management LLC
✚
|
IL | 0.2 |
|
Birks Financial Corp
✚
|
VA | 0.2 |