BEACON HARBOR WEALTH ADVISORS

440 Viking Drive, Suite 200
Virginia Beach, Virginia 23452
Tel: 757-644-4545

About BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS, formally registered with the SEC as BEACON HARBOR WEALTH ADVISORS. The firm was established in 02/11/2019. They have over 1 offices throughout the country.

BEACON HARBOR WEALTH ADVISORS is a Virginia Beach, Virginia based Financial Planning firm with nearly $483,457,993 assets under management, offering retirement planning & investment advisory services to 1386 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300243
SEC#	801-114773
Assets Managed by Firm	$483,457,993
No. of Clients	1386
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1386	$483,457,993
Individuals (other than high net worth individuals)	412	$101,924,806
High net worth individuals	143	$364,223,419
Charitable organizations	5	$3,571,505
Corporations or other businesses	Fewer than 5 clients	$13,738,263

Inquire with BEACON HARBOR WEALTH ADVISORS

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