BEACON ADVISORS HOLDINGS, LLC
Legal name: BEACON ADVISORS
CRD #335101 SEC #801-132925 AUSTIN, TX 512-612-4884
SEC Registered
Total AUM
$256.7M
Discretionary
$239.6M
Employees
4
Clients
0
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $256.7M | $239.6M | $17.1M | 4 | 2 |
| Sep 2025 | $0 | $0 | $0 | 3 | 0 |
| Aug 2025 | $0 | $0 | $0 | 3 | 0 |
| May 2025 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$256.7M
Discretionary$239.6M
Non-Disc.$17.1M
Employees4
Clients2
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0