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BEACON TRUST
BEACON INVESTMENT ADVISORY SERVICES, INC.
CRD 226547 · SEC 801-96256
163 MADISON AVENUE, MORRISTOWN, NJ, 07960, United States
Phone
973-377-8090
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.44B
Discretionary AUM
$4.26B
Team
51 total employees; 43 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 823 | $893.6M |
| High net worth individuals | 2007 | $3.24B |
| Investment companies | 3 | $2.5M |
| Pension/profit sharing plans | 10 | $46.5M |
| Charitable organizations | 41 | $40.8M |
| Corporations/business entities | 55 | $214.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD