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Beacon Financial Group
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Overview Share
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Dallas, Texas
$798.8 million AUM
1 office

Beacon Financial Group is based in Dallas, Texas and has $798.8 million in assets under management.

Location
17300 Preston Rd, Suite 120
C/O Melissa Wheeler
Dallas, TX 75252
$798.8 million
AUM
15
Employees
AUM Share
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$798,779,865
Assets under management
2,098 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 481 $129,654,582 16% $269,552
High net worth individuals 320 $669,125,283 84% $2,091,017
Employees Share
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15
Employees
6
Investment analysts
40% of total employees
AUM per employee Share
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$798,779,865
Assets under management
$53,251,991
AUM per employee
$133,129,978
AUM per investment analyst
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Compensation

Beacon Financial Group makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Consulting
Services offered

Beacon Financial Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 110,038
SEC number 801-57962
Legal structure Corporation
Legal governance Texas, United States
Latest ADV filing date May 22, 2020

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