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Beacon Investment Advisory Services, Inc.

● SEC registered since 2015CRD 226547SEC# 801-96256Morristown, NJ
Export (members)
Reg. AUM
$4.35B
Employees
46
Accounts
2,889
Location
Morristown, NJ

Beacon Investment Advisory Services, Inc. assets under management

Beacon Investment Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Morristown, NJ. The firm has been registered since 2015. It reports $4.4 billion in regulatory assets under management and employs 46 people.
www.linkedin.com/company/beacon-trustView on SEC.gov ↗

Beacon Investment Advisory Services, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Beacon Trust Company ControlOwnerOver 75%2015
Bennett Allen MacDougall ControlGeneral CounselUnder 5%2021
Tom Nmn Mathew ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Beacon Investment Advisory Services, Inc. manage?

Beacon Investment Advisory Services, Inc. reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Beacon Investment Advisory Services, Inc. have?

Beacon Investment Advisory Services, Inc. reports 46 employees.

Where is Beacon Investment Advisory Services, Inc. located?

Beacon Investment Advisory Services, Inc. is based in Morristown, NJ and has been SEC-registered since 2015.

Does Beacon Investment Advisory Services, Inc. disclose fund performance?

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

Contact & registration

Address163 Madison Avenue, Morristown, NJ 07960
Phone973-377-8090
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.2B
Non-discretionary$150.9M
Total (RAUM)$4.35B