BEACON INVESTMENT ADVISORY SERVICES, INC.
Doing business as BEACON TRUST. SEC Form ADV profile.
Total regulatory AUM
$4,442,205,744
Discretionary
$4,256,850,943
Non-discretionary
$185,354,801
Firm details
- CRD number
- 226547
- SEC file number
- 801-96256
- Main office
- MORRISTOWN, NJ, United States
- Employees
- 51
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.