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BEACON FINANCIAL ADVISORS
BEACON FINANCIAL ADVISORS, INC.
CRD 119672 · SEC 801-77929
800 WESTCHESTER AVENUE, SUITE 641 NORTH, RYE BROOK, NY, 10573-1360, United States
Phone
(914) 872-4040
Fax
(914) 872-4042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.0M
Discretionary AUM
$209.8M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.8M |
| High net worth individuals | 38 | $205.0M |
| Pension/profit sharing plans | 2 | $18.2M |
States served
NY, TX, CT
All web addresses on file
Official SEC filing: View on IAPD