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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