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BEACON FINANCIAL ADVISORS

Tel: (914) 872-4040
800 Westchester Avenue
Suite 641 North
Rye Brook, New York  10573-1360

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BEACON FINANCIAL ADVISORS

BEACON FINANCIAL ADVISORS is a Rye Brook, New York based financial advisory firm with nearly $181,202,193 in assets under management and provides investment advisory services for 338 clients. There are currently 3 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

119672

SEC#:

801-77929

No. of Clients:

338

Assets under Management

$181,202,193

No. of Advisors:

3

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