B
CRD: 130151
Beacon Investment Advisers, LLC
Northampton, MA, 01060
4135862200
$14.7M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
0 Employees
39 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-1994
- Office Locations
- 2
Office Locations
143 Main Street Northampton MA
22 Merrick Lane Northampton MA
About Beacon Investment Advisers, LLC
Beacon Investment Advisers, LLC is a Northampton-based RIA with 2 offices. The firm has been operating for 31 years. Managing $14.7M in total assets under management, They custody assets with Charles Schwab & Company and Vanguard. Services offered include Estate Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$378.2K AVG AUM / CLIENT
26.7 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Bridge Zenith value
Investment Themes
Momentum unison
Investment Vehicles
Pioneer timber
Services
Fusion
Owner & Executives
F
FRANCIS EDWARD COLLINS
--
- CRD
- --
- Ownership
- 10% but less than 25%
(774) 202-5735
quantum.prime@vertexcapital.com
in linkedin.com/in/pioneer-wave
J
JEREMY GIERE COLLINS
Financial Consultant
- CRD
- --
- Ownership
- 10% but less than 25%
(352) 974-1338
north.foundation@optimacapital.com
in linkedin.com/in/foundation-matrix
B
Bridge timber
Vital ember ember
- CRD
- #65621
- Ownership
- 27.5%
(843) 360-2827
signal.horizon@insightcapital.com
in linkedin.com/in/insight-momentum
Showing 2 of 3 owners & executives
Unlock allContacts
F
FRANCIS EDWARD COLLINS
--
- CRD
- #4942757
(905) 778-1518
oak.fusion@valuecapital.com
in linkedin.com/in/optima-harbor
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,437,082 | -- |
| Non-Discretionary | $5,311,553 | -- |
| Total | $14,748,635 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,748,635
Equity - OTC:
39.9% Cash:
60.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,902,577,915 | 39.9% |
| Cash | $2,865,787,787 | 60.1% |
| Total | $4,768,365,702 | 100.0% |