Beacon Financial is an investment advisor in Marshfield.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134095837
SEC advisor number
801-57962
FINRA CRD number
110038
AUM ?
$1.00 bn
(as of 23 Apr 24)
Accounts
2,116
(as of 23 Apr 24)
Employees
15
(7 investment advisory or research)
Address
Beacon Financial
17300 PRESTON ROAD
SUITE 120
DALLAS
TX 75252
17300 PRESTON ROAD
SUITE 120
DALLAS
TX 75252
Phone
972-726-9888
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21