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BEACON TRUST
163 Madison Avenue
Morristown, New Jersey 07960
Tel: 973-377-8090
About BEACON TRUST
BEACON TRUST, formally registered with the SEC as BEACON TRUST. The firm was established in 04/01/2015. They have over 3 offices throughout the country.
BEACON TRUST is a Morristown, New Jersey based Financial Planning firm with nearly $4,018,244,995 assets under management, offering retirement planning & investment advisory services to 2833 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226547 |
| SEC# | 801-96256 |
| Assets Managed by Firm | $4,018,244,995 |
| No. of Clients | 2833 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2833 | $4,018,244,995 |
| Individuals (other than high net worth individuals) | 1158 | $960,514,834 |
| High net worth individuals | 1566 | $2,782,180,143 |
| Pension and profit sharing plans | 10 | $41,623,213 |
| Charitable organizations | 40 | $48,291,266 |
| Corporations or other businesses | 54 | $185,600,495 |
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