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BEACON FINANCIAL GROUP
Tel: 972-726-9888
17300 Preston Rd, Suite 120 C/O Melissa Wheeler
Dallas, Texas 75252-5654
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP is a Dallas, Texas based financial advisory firm with nearly $1,000,101,305 in assets under management and provides investment advisory services for 2116 clients. There are currently 15 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 , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Other (CONSULTIN
Firm CRD#:
110038
SEC#:
801-57962
No. of Clients:
2116
Assets under Management
$1,000,101,305
No. of Advisors:
15
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