BEACON GLOBAL ADVISOR NETWORK, LLC
Adviser information for BEACON GLOBAL ADVISOR NETWORK, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 48 |
|---|---|
| Investment Advisory/Research | 45 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 30 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 42 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 360 | $290.9M |
| Non-Discretionary | 1 | $722,000 |
| Total | 361 | $291.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 337 | $217.6M |
| HNW Individuals | 38 | $73.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-110724 |
|---|---|
| SEC ERA File Number | 801-110724 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288833 |
| Legal Entity Identifier | None |
Principal Office
ONE GLENLAKE PARKWAYSUITE 650
ATLANTA
GA
United States
Monday - Friday, 9:00 - 5:00
Tel: 888-679-6474, Fax: None
Chief Compliance Officer
JOSEPH GRUBER
PRESIDENT
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA
United States
Tel:
770-713-9001
J*********@*************M
(Full email address available in API data)
Regulatory Contact
JOHN WILLIAMS
CONSULTANT
2865 GREEN COVE WAY
SMYRNA
GA
United States
Tel:
404-402-3193
J***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRUBER, JOSEPH, BENJAMIN | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 04/2017 | 50-75% |
| LANDSMAN, RANDY, YALE | Individual | – | VICE PRESIDENT | 04/2017 | 50-75% |
| Mitchell, Marion, Jill | Individual | – | COO | 02/2023 | < 5% |