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BEACON GLOBAL ADVISOR NETWORK, LLC

CRD 288833 · SEC 801-110724

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ONE GLENLAKE PARKWAY, SUITE 650, ATLANTA, GA, 30328, United States

Phone

888-679-6474

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$745.1M

Discretionary AUM

$741.6M

Team

61 total employees; 61 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT PORTFOLIO MODELS

Client types

TypeClientsAUM
Individuals1203$433.0M
High net worth individuals185$312.1M

States served

AZ, CA, CO, GA, IL, LA, MD, MA, MI, NV, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD