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BEACON HILL PRIVATE WEALTH LLC
CRD 285329
350 SPRINGFIELD AVENUE, SUITE #200, SUMMIT, NJ, 07901, United States
Phone
908-608-8444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.5M
Discretionary AUM
$53.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.3M |
| High net worth individuals | 22 | $51.2M |
All web addresses on file
Official SEC filing: View on IAPD