Beacon Hill Private Wealth LLC
Beacon Hill Private Wealth LLC (CRD# 285329) is a financial advisory firm headquartered in Summit, NJ. They manage $39,056,611 in 88 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts88ACCOUNTS
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Average Account Value$443,825
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Beacon Hill Private Wealth LLC
1
Tomas Geoghegan (CRD# 5750013) is an Investment Advisor Representative working at Beacon Hill Private Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry.
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