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BEACON FINANCIAL PLANNING, INC.
BEACON FINANCIAL PLANNING, INC. (CRD# 128757) is an SEC-Registered Investment Advisor (RIA), headquartered in South Easton, MA. The SEC approved the firm to operate as an RIA in Oct 2018. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $143.6 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEACON FINANCIAL PLANNING, INC. also reported in Sep 2018:
  • 6 employees, with 4 performing advisory functions.
  • A total of 5 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON FINANCIAL PLANNING, INC. has no disclosure events reported to the SEC at this time.
 

View BEACON FINANCIAL PLANNING, INC.'s most recent Form ADV filing
 


BEACON FINANCIAL PLANNING, INC. has Notice Filings with the following State Securities Authorities: FL-Oct 2018, MA-Oct 2018, NH-Oct 2018, TX-Oct 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.