BEACON INVESTMENT ADVISERS, LLC

BEACON INVESTMENT ADVISERS, LLC of NORTHAMPTON, MA is an SEC-registered investment adviser (CRD 130151). Regulatory assets under management: $14.7M.

Registration

• CRD: 130151
• Type: Registered investment adviser
• Location: 143 MAIN STREET, NORTHAMPTON, MA, 01060
• Phone: 413-586-2200
• Latest filing: 2024-03-29
• Regulatory AUM: $14.7M
• Discretionary AUM: $9.4M
• Non-discretionary AUM: $5.3M
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130151 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search