Beacon Financial Group, Inc., OH — Investment Adviser | BuildTrust

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BEACON FINANCIAL GROUP, INC.

Investment AdviceAURORA, OH

Assets Under Management

$745.9M

Total AUM

Donut chart: Discretionary 610.8M, Non-Discretionary 135.2M
Category	Value
Discretionary	610.8M
Non-Discretionary	135.2M

Adviser Information

Field	Value
CRD Number	317775
SEC Number	801-122901
Street Address	173 SOUTH CHILLICOTHE ROAD
Location	AURORA, OH 44202
Country	United States
Phone	216-998-0100
Fax	216-998-0010
Total Employees	7
Business Types	registered_representative, insurance_broker

Client Count by Type (356 Total)

Horizontal bar chart: Individuals (other than H… 182, High Net Worth Individual… 120, Pension/Profit Sharing Pl… 54
Category	Value
Individuals (other than H…	182
High Net Worth Individual…	120
Pension/Profit Sharing Pl…	54