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BEACON FINANCIAL ADVISORY LLC

Tel: 216-910-1850
25825 Science Park Drive
Suite 110
Cleveland, Ohio  44122

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BEACON FINANCIAL ADVISORY LLC

BEACON FINANCIAL ADVISORY LLC is a Cleveland, Ohio based financial advisory firm with nearly $594,419,078 in assets under management and provides investment advisory services for 1858 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEE

Firm CRD#:

174334

SEC#:

801-108381

No. of Clients:

1858

Assets under Management

$594,419,078

No. of Advisors:

13

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