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BEACON FINANCIAL ADVISERS, INC.
CRD 125085 · SEC 801-68639
1429 BUSINESS CENTER DRIVE, CONYERS, GA, 30094, United States
Phone
678-750-1700
Fax
770-922-5795
Registration
— (—)
Source
State registered
Total AUM
$108.8M
Discretionary AUM
$108.4M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $19.0M |
| High net worth individuals | 48 | $72.5M |
| Pension/profit sharing plans | 5 | $17.4M |
All web addresses on file
Official SEC filing: View on IAPD