RIA Intelligence

BEACON FIDUCIARY ADVISORS, INC.

Legal name: BEACON FIDUCIARY ADVISORS INC

CRD #107201 SEC #801-38035 BOSTON, MA 617-850-6400
SEC Registered
Total AUM
$835.6M
Discretionary
$828.6M
Employees
10
Clients
--
Accounts
846

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BANNON, KEVIN, JOHNIMANAGERNA Control
BANNON, KEVIN, JOHNIMANAGERNA Control
BANNON, KEVIN, JOHNIMANAGERNA Control
BULLITT, THOMAS, WALKERIVICE PRESIDENTNA
BULLITT, THOMAS, WALKERIVICE PRESIDENTNA
BULLITT, THOMAS, WALKERIVICE PRESIDENTNA
COLBY, ALEXANDER, M.ISR. V.P.NA Control
COLBY, ALEXANDER, M.ISR. V.P/CHIEF COMPLIANCE OFFICERNA Control
COLBY, ALEXANDER, M.ISR. V.P.NA Control
JOSTROM, ERIC, HARRISONISR. V.P.NA Control
JOSTROM, ERIC, HARRISONISR. V.P.NA Control
JOSTROM, ERIC, HARRISONISR. V.P.NA Control
LAWRENCE, WILLIAM, BADGERISR. V.P.NA Control
LAWRENCE, WILLIAM, BADGERISR. V.P.NA Control
LAWRENCE, WILLIAM, BADGERISR. V.P.NA Control
O'ROURKE, JEANISR. V.P.,CLERKNA Control
O'ROURKE, JEANISR. V.P.,CLERKNA Control
O'ROURKE, JEANISR. V.P.,CLERKNA Control
PISARKIEWICZ, STEVENIDIRECTORNA
PISARKIEWICZ, STEVENIDIRECTORNA
PISARKIEWICZ, STEVENIDIRECTORNA
RILEY, PETER, J.IVICE PRESIDENTNA
RILEY, PETER, J.IVICE PRESIDENTNA
RILEY, PETER, J.IVICE PRESIDENTNA
ROBERTS, THOMAS, WILLIAMSICHIEF COMPLIANCE OFFICERNA Control
SCHULTZ, FREDERICK, WILLIAMIPRES.,TREAS.NA Control
SCHULTZ, FREDERICK, WILLIAMIPRES.,TREAS.NA Control
SCHULTZ, FREDERICK, WILLIAMIPRES.,TREAS.NA Control
THE BANK OF NEW YORK COMPANY, INC.DEDIRECT OWNERE Control
THE BANK OF NEW YORK COMPANY, INC.DEDIRECT OWNERE Control
THE BANK OF NEW YORK COMPANY, INC.DEDIRECT OWNERE Control

Registrations

Federal

IA
Jan 31, 2005 REGISTERED

Notice Filings (6)

CA FL IL MA NH PA

Address

222 BERKELEY STREET
16TH FLOOR
BOSTON, MA 2116
USA
Phone: 617-850-6400