BEACON FINANCIAL ADVISORY LLC

CLEVELAND, Ohio·2 registered advisors·CRD# 174334
SEC# 801-1083814216-910-1850
01

Firm Overview

AUM
$594M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEACON FINANCIAL ADVISORY LLC

2 registered advisors
Deborah Lynn George
CLEVELAND, Ohio
Gregory Giller Randall
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. BEACON FINANCIAL ADVISORY LLC (CRD# 174334) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.