BEACON FINANCIAL ADVISORS LTD

1800 St. James Place, Suite 101
Houston, Texas 77056
Tel: 713-622-9981

About BEACON FINANCIAL ADVISORS LTD

BEACON FINANCIAL ADVISORS LTD, formally registered with the SEC as BEACON FINANCIAL ADVISORS LTD. The firm was established in 03/12/1993. They have over 1 offices throughout the country.

BEACON FINANCIAL ADVISORS LTD is a Houston, Texas based Financial Planning firm with nearly $282,516,594 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106164
SEC#	801-43463
Assets Managed by Firm	$282,516,594
No. of Clients	539
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	539	$282,516,594
Individuals (other than high net worth individuals)	45	$26,915,367
High net worth individuals	59	$255,601,227

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