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BEACON FINANCIAL GROUP, INC.

Tel: 216-998-0100
173 South Chillicothe Road
Aurora, Ohio  44202

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BEACON FINANCIAL GROUP, INC.

BEACON FINANCIAL GROUP, INC. is a Aurora, Ohio based financial advisory firm with nearly $661,701,049 in assets under management and provides investment advisory services for 1162 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

317775

SEC#:

801-122901

No. of Clients:

1162

Assets under Management

$661,701,049

No. of Advisors:

8

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