BEACON FINANCIAL ADVISORS

800 Westchester Avenue
Suite 641 North
Rye Brook, New York 10573-1360
Tel: (914) 872-4040

About BEACON FINANCIAL ADVISORS

BEACON FINANCIAL ADVISORS, formally registered with the SEC as BEACON FINANCIAL ADVISORS. The firm was established in 04/12/2013. They have over 1 offices throughout the country.

BEACON FINANCIAL ADVISORS is a Rye Brook, New York based Financial Planning firm with nearly $181,202,193 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119672
SEC#	801-77929
Assets Managed by Firm	$181,202,193
No. of Clients	338
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	338	$181,202,193
Individuals (other than high net worth individuals)	17	$6,590,469
High net worth individuals	32	$157,926,743
Pension and profit sharing plans	3	$16,684,981

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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