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BEACON GLOBAL ADVISOR NETWORK, LLC

One Glenlake Parkway
Suite 650
Atlanta, Georgia 30328
Tel: 888-679-6474

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About BEACON GLOBAL ADVISOR NETWORK, LLC

BEACON GLOBAL ADVISOR NETWORK, LLC, formally registered with the SEC as BEACON GLOBAL ADVISOR NETWORK, LLC. The firm was established in 07/06/2017. They have over 34 offices throughout the country.

BEACON GLOBAL ADVISOR NETWORK, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $291,581,847 assets under management, offering retirement planning & investment advisory services to 361 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288833
SEC#801-110724
Assets Managed by Firm$291,581,847
No. of Clients361
No. of Advisors48

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total361$291,581,847
Individuals (other than high net worth individuals)337$217,637,140
High net worth individuals38$73,944,707

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