Beacon Harbor Wealth Advisors is an investment advisor in Virginia Beach with $405.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832819533
SEC advisor number
801-114773
FINRA CRD number
300243
AUM ?
$522.25 mm
(as of 12 Feb 24)
Accounts
1,404
(as of 12 Feb 24)
Employees
7
(4 investment advisory or research)
Address
Beacon Harbor Wealth Advisors
440 VIKING DRIVE
SUITE 200
VIRGINIA BEACH
VA 23452
440 VIKING DRIVE
SUITE 200
VIRGINIA BEACH
VA 23452
Phone
757-644-4546
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21