BEACON FINANCIAL ADVISORS, INC.
Legal name: BEACON FINANCIAL ADVISORS
CRD #119672 SEC #801-77929 RYE BROOK, NY (914) 872-4040
SEC Registered
Total AUM
$199.6M
Discretionary
$183.6M
Employees
4
Clients
25
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $199.6M | $183.6M | $15.9M | 4 | 0 |
| Mar 2024 | $181.2M | $166.7M | $14.5M | 3 | 0 |
| Apr 2023 | $160.9M | $149.9M | $11M | 3 | 0 |
| Mar 2023 | $160.9M | $149.9M | $11M | 3 | 0 |
| Oct 2022 | $183.3M | $170.7M | $12.6M | 3 | 0 |
| Mar 2022 | $183.3M | $170.7M | $12.6M | 3 | 0 |
| Oct 2021 | $152.5M | $142.1M | $10.4M | 3 | 0 |
| Mar 2021 | $152.5M | $142.1M | $10.4M | 3 | 0 |
| Jun 2020 | $135M | $124.8M | $10.1M | 3 | 0 |
| Mar 2020 | $135M | $124.8M | $10.1M | 3 | 0 |
| Mar 2019 | $119.6M | $112.1M | $7.5M | 3 | 0 |
| Mar 2018 | $120.7M | $120.7M | $0 | 3 | 2 |
| Sep 2017 | $116.7M | $116.7M | $0 | 3 | 26 |
| Mar 2017 | $116.7M | $116.7M | $0 | 3 | 26 |
| Jan 2016 | $106M | $106M | $0 | 3 | 26 |
| Aug 2015 | $110.1M | $110.1M | $0 | 2 | 26 |
| Jan 2015 | $119.2M | $119.2M | $0 | 2 | 26 |
| Mar 2014 | $112.9M | $112.9M | $0 | 2 | 26 |
| Jun 2013 | $109M | $109M | $0 | 1 | 26 |
| Apr 2013 | $109M | $109M | $0 | 1 | 26 |
DateMar 2025
Total AUM$199.6M
Discretionary$183.6M
Non-Disc.$15.9M
Employees4
Clients0
DateMar 2024
Total AUM$181.2M
Discretionary$166.7M
Non-Disc.$14.5M
Employees3
Clients0
DateApr 2023
Total AUM$160.9M
Discretionary$149.9M
Non-Disc.$11M
Employees3
Clients0
DateMar 2023
Total AUM$160.9M
Discretionary$149.9M
Non-Disc.$11M
Employees3
Clients0
DateOct 2022
Total AUM$183.3M
Discretionary$170.7M
Non-Disc.$12.6M
Employees3
Clients0
DateMar 2022
Total AUM$183.3M
Discretionary$170.7M
Non-Disc.$12.6M
Employees3
Clients0
DateOct 2021
Total AUM$152.5M
Discretionary$142.1M
Non-Disc.$10.4M
Employees3
Clients0
DateMar 2021
Total AUM$152.5M
Discretionary$142.1M
Non-Disc.$10.4M
Employees3
Clients0
DateJun 2020
Total AUM$135M
Discretionary$124.8M
Non-Disc.$10.1M
Employees3
Clients0
DateMar 2020
Total AUM$135M
Discretionary$124.8M
Non-Disc.$10.1M
Employees3
Clients0
DateMar 2019
Total AUM$119.6M
Discretionary$112.1M
Non-Disc.$7.5M
Employees3
Clients0
DateMar 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees3
Clients2
DateSep 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees3
Clients26
DateJan 2016
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees3
Clients26
DateAug 2015
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients26
DateJun 2013
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients26
DateApr 2013
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients26