Beacon Financial Advisors, NY — Investment Adviser | BuildTrust

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BEACON FINANCIAL ADVISORS

Investment AdviceRYE BROOK, NY

Assets Under Management

$199.6M

Total AUM

Donut chart: Discretionary 183.6M, Non-Discretionary 15.9M
Category	Value
Discretionary	183.6M
Non-Discretionary	15.9M

Adviser Information

Field	Value
CRD Number	119672
SEC Number	801-77929
Street Address	800 WESTCHESTER AVENUE
Street Address 2	SUITE 641 NORTH
Location	RYE BROOK, NY 10573-1360
Country	United States
Phone	(914) 872-4040
Fax	(914) 872-4042
Total Employees	4
Business Types	insurance_broker

Client Count by Type (51 Total)

Horizontal bar chart: High Net Worth Individual… 33, Individuals (other than H… 15, Pension/Profit Sharing Pl… 3
Category	Value
High Net Worth Individual…	33
Individuals (other than H…	15
Pension/Profit Sharing Pl…	3