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Beacon Financial Advisors, Inc.

● SEC registered since 2013CRD 119672SEC# 801-77929Rye Brook, NY
Export (members)
Reg. AUM
$199.6M
Employees
4
Accounts
353
Location
Rye Brook, NY

Beacon Financial Advisors, Inc. assets under management

Beacon Financial Advisors, Inc. is an SEC-registered investment adviser based in Rye Brook, NY. The firm has been registered since 2013. It reports $199.6 million in regulatory assets under management and employs 4 people.
www.beaconfinadv.comView on SEC.gov ↗

Beacon Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Davis Robins ControlPresident & Chief Compliance OfficerOver 75%2021
Ronald M RobinsFounderUnder 5%2000

Frequently asked questions

How much does Beacon Financial Advisors, Inc. manage?

Beacon Financial Advisors, Inc. reports $199.6 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Advisors, Inc. have?

Beacon Financial Advisors, Inc. reports 4 employees.

Where is Beacon Financial Advisors, Inc. located?

Beacon Financial Advisors, Inc. is based in Rye Brook, NY and has been SEC-registered since 2013.

Does Beacon Financial Advisors, Inc. disclose fund performance?

Beacon Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573-1360
Phone(914) 872-4040
Fax(914) 872-4042
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183.6M
Non-discretionary$15.9M
Total (RAUM)$199.6M