BEACON WEALTH MANAGEMENT LLC

BEACON WEALTH MANAGEMENT, LLC
HACKENSACK, New Jersey·4 registered advisors·CRD# 129523
SEC# 801-627040201-447-9500
01

Firm Overview

AUM
$285M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BEACON WEALTH MANAGEMENT LLC

4 registered advisors
Eric Zachs
HACKENSACK, New Jersey
Kerry Teahan Crowley
HACKENSACK, New Jersey
Mark Steven Germain
HACKENSACK, New Jersey
Tina Carmella Powell
HACKENSACK, New Jersey
05

Office Locations

HACKENSACK, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. BEACON WEALTH MANAGEMENT LLC (CRD# 129523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.