← Back to search
BEACON INVESTMENT ADVISERS, LLC
COLLINS, FRANCIS E.
CRD 130151
143 MAIN STREET, NORTHAMPTON, MA, 01060, United States
Phone
413-586-2200
Fax
413-584-7058
Registration
— (—)
Source
State registered
Total AUM
$14.7M
Discretionary AUM
$9.4M
Team
0 total employees; 0 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $4.8M |
| High net worth individuals | 5 | $7.7M |
Official SEC filing: View on IAPD