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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 2, 2019
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DESCHENES, PETER, LEO | I | TREASURER | NA | |
| DESCHENES, PETER, LEO | I | TREASURER | NA | |
| DESCHENES, PETER, LEO | I | TREASURER | NA | |
| GADKOWSKI, LINDA, BARNES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERLIHY, WALTER, KENDALL | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY, CHIEF INVESTMENT OFFICER | E | Control |
| HERLIHY, WALTER, KENDALL | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY, CHIEF INVESTMENT OFFICER | E | Control |
| HERLIHY, WALTER, KENDALL | I | DIRECTOR, PRESIDENT, SECRETARY | E | Control |
Registrations
Federal
IA
Aug 2, 2019 REGISTERED
Notice Filings (4)
FL MA NH TX
Address
45 BRISTOL DRIVESUITE 101
SOUTH EASTON, MA 02375
United States
Phone: 508-230-3588