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BEACON FINANCIAL GROUP
17300 Preston Rd, Suite 120
C/O Melissa Wheeler
Dallas, Texas 75252-5654
Tel: 972-726-9888
About BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP, formally registered with the SEC as BEACON FINANCIAL GROUP. The firm was established in 09/15/2000. They have over 1 offices throughout the country.
BEACON FINANCIAL GROUP is a Dallas, Texas based Financial Planning firm with nearly $1,000,101,305 assets under management, offering retirement planning & investment advisory services to 2116 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110038 |
| SEC# | 801-57962 |
| Assets Managed by Firm | $1,000,101,305 |
| No. of Clients | 2116 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2116 | $1,000,101,305 |
| Individuals (other than high net worth individuals) | 631 | $244,022,320 |
| High net worth individuals | 427 | $756,078,985 |
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