Be advised. This firm is no longer registered.

Beacon Trust

Beacon Trust (CRD# 156942) is a financial advisory firm headquartered in Morristown, NJ. They manage $465,551,042 in 291 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
163 Madison Avenue, Suite 600, Morristown, NJ 07960
https://www.beacontrust.com
By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $1,599,832
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MI, NJ, NY, PA

Financial Advisors at Beacon Trust
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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