Beacon Wealth Management, LLC
Beacon Wealth Management, LLC (CRD# 129523) is a financial advisory firm headquartered in Hackensack, NJ. They manage $237,865,000 in 920 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management238MILLION
-
Total Number of Accounts920ACCOUNTS
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Average Account Value$258,549
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, MA, NJ, NY, TX
Financial Advisors at Beacon Wealth Management, LLC
No Advisor Found.
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