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Beacon Financial Advisors Ltd

● SEC registered since 1993CRD 106164SEC# 801-43463Houston, TX
Export (members)
Reg. AUM
$290.3M
Employees
2
Accounts
500
Location
Houston, TX

Beacon Financial Advisors Ltd assets under management

Beacon Financial Advisors Ltd is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1993. It reports $290.3 million in regulatory assets under management and employs 2 people.
www.bfaltd.comView on SEC.gov ↗

Beacon Financial Advisors Ltd owners & executives

1 reported
NameTitleOwnershipSince
Joshua John HebertPrinicipal And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Beacon Financial Advisors Ltd manage?

Beacon Financial Advisors Ltd reports $290.3 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Advisors Ltd have?

Beacon Financial Advisors Ltd reports 2 employees.

Where is Beacon Financial Advisors Ltd located?

Beacon Financial Advisors Ltd is based in Houston, TX and has been SEC-registered since 1993.

Does Beacon Financial Advisors Ltd disclose fund performance?

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

Contact & registration

Address1800 St. James Place, Suite 101, Houston, TX 77056
Phone713-622-9981
Fax713-622-5814
Office hours8a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$284.8M
Non-discretionary$5.5M
Total (RAUM)$290.3M