Beacon Investment Advisory Services is an investment advisor in Morristown with $4.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473297514
SEC advisor number
801-96256
FINRA CRD number
226547
AUM ?
$4.09 bn
(as of 18 Oct 22)
Accounts
2,442
(as of 18 Oct 22)
Employees
45
(39 investment advisory or research)
Address
Beacon Investment Advisory Services
163 MADISON AVE
SUITE 600
MORRISTOWN
NJ 07960
163 MADISON AVE
SUITE 600
MORRISTOWN
NJ 07960
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
866-377-8090
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Beacon Trust Company | Owner | 04/2015 | > 75% |
Provident Bank | Owner | 08/2011 | > 75% |
Provident Financial Services, Inc. | Owner | 04/2015 | > 75% |
Lenskold, Kenneth, Paul | Chief Compliance Officer | 12/2015 | < 5% |
Murray, Valerie, O | President | 02/2017 | < 5% |
Macdougall, Bennett, Allen | General Counsel | 12/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21