BEACON FINANCIAL GROUP, INC.
CRD #317775 SEC #801-122901 AURORA, OH 216-998-0100
SEC Registered
Total AUM
$745.9M
Discretionary
$610.8M
Employees
7
Clients
51
Accounts
1,298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $745.9M | $610.8M | $135.2M | 7 | 356 |
| Mar 2024 | $661.7M | $520.9M | $140.8M | 8 | 356 |
| Mar 2024 | $661.7M | $520.9M | $140.8M | 8 | 356 |
| Mar 2023 | $563.7M | $401.8M | $162M | 8 | 328 |
| Mar 2022 | $590M | $400M | $190M | 7 | 172 |
DateMar 2025
Total AUM$745.9M
Discretionary$610.8M
Non-Disc.$135.2M
Employees7
Clients356
DateMar 2024
Total AUM$661.7M
Discretionary$520.9M
Non-Disc.$140.8M
Employees8
Clients356
DateMar 2024
Total AUM$661.7M
Discretionary$520.9M
Non-Disc.$140.8M
Employees8
Clients356
DateMar 2023
Total AUM$563.7M
Discretionary$401.8M
Non-Disc.$162M
Employees8
Clients328
DateMar 2022
Total AUM$590M
Discretionary$400M
Non-Disc.$190M
Employees7
Clients172