Beacon Financial Advisory is an investment advisor in Cleveland with $831.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472589461
SEC advisor number
801-108381
FINRA CRD number
174334
AUM ?
$594.42 mm
(as of 8 Mar 24)
Accounts
1,858
(as of 8 Mar 24)
Employees
14
(14 investment advisory or research)
Address
Beacon Financial Advisory
25825 SCIENCE PARK DRIVE
SUITE 110
CLEVELAND
OH 44122
25825 SCIENCE PARK DRIVE
SUITE 110
CLEVELAND
OH 44122
Phone
2169101865
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21