Beacon Financial Management LLC

Beacon Financial Management LLC (CRD# 157454) is a financial advisory firm headquartered in Encinitas, CA. They manage $801,667 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $801,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at Beacon Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Boonseon S. Gudmundsen
CRD#: 5914462
Carlsbad, CA
93
Wealthminder
score

Boonseon Gudmundsen (CRD# 5914462) is an Investment Advisor Representative working at Beacon Financial Management LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.

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