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Beacon Wealthcare

Beacon Wealthcare is an investment advisor in Raleigh with $235.81M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853807023
SEC advisor number
801-120334
FINRA CRD number
312556
AUM ?
$235.81M (as of 23 Aug 22)
Accounts
833 (as of 23 Aug 22)
Employees
5 (3 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
8 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$87.32M 462.93K 465.6K -0.6
$52.35M 510.02K 541.68K -5.8
$22.53M 486.23K 406.65K +19.6
Vanguard FTSE All
$10.29M 206.02K 203.48K +1.2
$7.04M 76.91K 50.23K +53.1
$548K 4.01K 3.94K +1.9
$542K 1.44K 1.4K +2.4
$271K 1.06K 1.06K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings