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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2011
- Office Locations
- 1
Office Locations
About Beacon Financial Management LLC
Beacon Financial Management, LLC (Sound Financial Services) is a California-registered, fee-only fiduciary RIA providing customized financial planning, ongoing investment management, and hourly consultations. The firm serves retail clients including business owners and athletes, using a goal-based process focused on asset allocation and risk management with mutual funds and ETFs. Custody includes Altruist.
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Owner & Executives
BOONSEON SONG GUDMUNDSEN
Chief Compliance Officer, Owner, Principal Advisor
- CRD
- #5914462
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,677,612 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,677,612 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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