Investment adviser · CRD 125085
BEACON FINANCIAL ADVISERS, INC.
Investment adviser filing (IA)
CONYERS, GA, United States · Form ADV filed Apr 3, 2012
- Regulatory AUM
- $53.1M Form ADV · Item 5.F
- Client accounts
- 335 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 3, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1429 BUSINESS CENTER DRIVECONYERS, GA, 30094, United States
CRD 125085
Filing source
Form ADV 637819 · Apr 3, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.