BEACON FINANCIAL PLANNING, INC.
CRD #128757 SEC #801-114217 SOUTH EASTON, MA 508-230-3588
SEC Registered
Total AUM
$143.2M
Discretionary
$143.2M
Employees
6
Clients
251
Accounts
642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $143.2M | $143.2M | $0 | 6 | 0 |
| Mar 2019 | $143.2M | $143.2M | $0 | 6 | 0 |
| Sep 2018 | $143.6M | $143.6M | $0 | 6 | 2 |
DateAug 2019
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees6
Clients2