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BEACON WEALTH CONSULTANTS, INC.
Tel: 540-345-3891
302 Washington Ave. Sw Roanoke, Virginia 24016-4312
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. is a Roanoke, Virginia based financial advisory firm with nearly $203,842,051 in assets under management and provides investment advisory services for 1039 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 , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ESTATE ADMINISTRATION, LEGACY COACHING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
154939
SEC#:
801-118970
No. of Clients:
1039
Assets under Management
$203,842,051
No. of Advisors:
15
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