BEACON FINANCIAL MANAGEMENT LLC

BEACON FINANCIAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 157454). Regulatory assets under management: $3.7M.

Registration

• CRD: 157454
• Type: Registered investment adviser
• Phone: 760-473-3335
• Latest filing: 2026-03-13
• Regulatory AUM: $3.7M
• Discretionary AUM: $3.7M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157454 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search