Beacon Wealthcare is an investment advisor in Raleigh with $235.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853807023
SEC advisor number
801-120334
FINRA CRD number
312556
AUM ?
$199.47 mm
(as of 30 Jun 23)
Accounts
847
(as of 30 Jun 23)
Employees
6
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Oct 21
13F-HR
Quarterly holdings report by institutional manager
2 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 Apr 21