BEACON FINANCIAL ADVISORS, INC.
Doing business as BEACON FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$228,012,480
Discretionary
$209,838,795
Non-discretionary
$18,173,685
Firm details
- CRD number
- 119672
- SEC file number
- 801-77929
- Main office
- RYE BROOK, NY, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.BEACONFINADV.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.