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Home > Retirement Planners > north carolina > raleigh > BEACON FINANCIAL STRATEGIES CORP.
BEACON FINANCIAL STRATEGIES CORP.
7100 Six Forks Road
Suite 135
Raleigh, North Carolina 27615
Tel: 919-803-3801
About BEACON FINANCIAL STRATEGIES CORP.
BEACON FINANCIAL STRATEGIES CORP, formally registered with the SEC as BEACON FINANCIAL STRATEGIES CORP. The firm was established in 07/06/2017. They have over 1 offices throughout the country.
BEACON FINANCIAL STRATEGIES CORP. is a Raleigh, North Carolina based Financial Planning firm with nearly $277,086,010 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132987 |
| SEC# | 801-110734 |
| Assets Managed by Firm | $277,086,010 |
| No. of Clients | 549 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 549 | $277,086,010 |
| Individuals (other than high net worth individuals) | 45 | $19,425,701 |
| High net worth individuals | 91 | $250,791,241 |
| Pension and profit sharing plans | 1 | $6,869,068 |
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