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BEACON TRUST

Tel: 973-377-8090
163 Madison Avenue
Morristown, New Jersey  07960

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BEACON TRUST

BEACON TRUST is a Morristown, New Jersey based financial advisory firm with nearly $4,018,244,995 in assets under management and provides investment advisory services for 2833 clients. There are currently 45 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

226547

SEC#:

801-96256

No. of Clients:

2833

Assets under Management

$4,018,244,995

No. of Advisors:

45

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