BEACON WEALTHCARE, INC.
CRD #108103 SEC #801-112578 RALEIGH, NC 919-821-5225
SEC Registered
Total AUM
$191.9M
Discretionary
$188.2M
Employees
5
Clients
1
Accounts
791
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASS, SANDRA, JOHNSON | I | DIRECTOR | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
| BASS, SAMUEL, QUINCY | I | PRESIDENT AND DIRECTOR | E | Control |
Registrations
Federal
IA
Sep 9, 2020 REGISTERED
Notice Filings (6)
FL MA NC NH SC TX
Address
1633 GLENWOOD AVERALEIGH, NC 27608-2319
United States
Phone: 919-821-5225