Beacon Bay Asset Management LLC

Beacon Bay Asset Management LLC (CRD# 142207) is a financial advisory firm headquartered in Peoria, AZ. They manage $3,000,000 in 45 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $66,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, GA, TX

Financial Advisors at Beacon Bay Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Glenn T. Klupsak
CRD#: 4645481
Incline Village, NV
93
Wealthminder
score

Glenn Klupsak (CRD# 4645481) is an Investment Advisor Representative working at Beacon Bay Asset Management LLC in Incline Village, NV and has over 14 years of experience in the finance industry.

2
James V. Willis
CRD#: 4573862
13047 West Fetlock Trail, Peoria, AZ 85383
93
Wealthminder
score

James Willis (CRD# 4573862) is an Investment Advisor Representative working at Beacon Bay Asset Management LLC in Peoria, AZ and has over 14 years of experience in the finance industry.

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