BEACON FINANCIAL ADVISORS

BEACON FINANCIAL ADVISORS, INC. Legal Name

Adviser information for BEACON FINANCIAL ADVISORS last updated from Form ADV on March 27th, 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	Corporation
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	336	$166.7M
Non-Discretionary	2	$14.5M
Total	338	$181.2M

Clients

Type	Number	RAUM
Individuals	17	$6.6M
HNW Individuals	32	$157.9M
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	3	$16.7M
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	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	154.3M

Portfolio Manager to Program	Sponsor
BEACON PRIVATE WEALTH PROGRAM	BEACON FINANCIAL ADVISORS

Identifiers

SEC RIA File Number	801-77929
SEC ERA File Number	801-77929
SEC CIK Numbers	None
SEC CRD Numbers	119672
Legal Entity Identifier	None

Principal Office

800 WESTCHESTER AVENUE
SUITE 641 NORTH
RYE BROOK
NY
United States

Monday - Friday, 9AM - 5PM

Tel: (914) 872-4040, Fax: (914) 872-4042

Websites

www.twitter.com/beacon_advisors www.beaconfinadv.com www.beaconfa.com www.facebook.com/beaconfa www.linkedin.com/company/beacon-financial-advisors-inc./

Chief Compliance Officer

BENJAMIN "JAMIE" ROBINS

PRESIDENT

800 WESTCHESTER AVENUE

SUITE 641 NORTH

RYE BROOK

United States

Tel: (914) 872-4040

Fax: 914-872-4042

J***********@***********M

(Full email address available in API data)

Regulatory Contact

RONALD ROBINS

FOUNDER