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BEACON FINANCIAL GROUP, INC.
BEACON FINANCIAL GROUP, INC.
AURORA, Ohio
·
2 registered advisors
·
CRD# 317775
SEC# 801-122901
0
216-998-0100
01
Firm Overview
AUM
$662M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BEACON FINANCIAL GROUP, INC.
2 registered advisors
Brent F Besinger
AURORA, Ohio
CRD# 2655426
Janet Marie Bauer
AURORA, Ohio
CRD# 4859019
05
Office Locations
AURORA, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. BEACON FINANCIAL GROUP, INC. (CRD# 317775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.