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Beacon Financial Advisory LLC

● SEC registered since 2016CRD 174334SEC# 801-108381Cleveland, OH
Export (members)
Reg. AUM
$677.6M
Employees
13
Accounts
2,083
Location
Cleveland, OH

Beacon Financial Advisory LLC assets under management

Beacon Financial Advisory LLC operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2016. It reports $677.6 million in regulatory assets under management and employs 13 people.
twitter.com/beaconplannersView on SEC.gov ↗

Beacon Financial Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Deborah Lynn George ControlChief Compliance OfficerUnder 5%2014
Gregory Giller Randall ControlChief Executive Officer / Managing MemberOver 75%2014

Frequently asked questions

How much does Beacon Financial Advisory LLC manage?

Beacon Financial Advisory LLC reports $677.6 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Financial Advisory LLC have?

Beacon Financial Advisory LLC reports 13 employees.

Where is Beacon Financial Advisory LLC located?

Beacon Financial Advisory LLC is based in Cleveland, OH and has been SEC-registered since 2016.

Does Beacon Financial Advisory LLC disclose fund performance?

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

Contact & registration

Address25825 Science Park Drive, Suite 110, Cleveland, OH 44122
Phone216-910-1850
Fax216-910-1899
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$677.6M
Non-discretionary$0
Total (RAUM)$677.6M