BEACON LIGHT PLANNING, LLC

BEACON LIGHT PLANNING, LLC is an SEC-registered investment adviser (CRD 290097). Regulatory assets under management: $28K.

Registration

• CRD: 290097
• Type: Registered investment adviser
• Phone: 508-948-9333
• Latest filing: 2025-01-05
• Regulatory AUM: $28K
• Discretionary AUM: $28K
• Clients: 1
• Accounts: 14

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 290097 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search