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BEACON TRUST
BEACON TRUST (CRD# 226547) is an SEC-Registered Investment Advisor (RIA), headquartered in Morristown, NJ. The SEC approved the firm to operate as an RIA in Apr 2015. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $2.4 Billion, and has discretion over 97% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEACON TRUST also reported in Mar 2018:
  • 34 employees, with 29 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON TRUST has no disclosure events reported to the SEC at this time.
 

View BEACON TRUST's most recent Form ADV filing
 


BEACON TRUST has Notice Filings with the following State Securities Authorities: CA-Apr 2015, CT-Apr 2015, FL-Apr 2015, MA-Apr 2015, MI-Apr 2015 , NC-Apr 2015, NH-Apr 2015, NJ-Jul 2015, NY-Apr 2015, PA-Apr 2015 , TX-Apr 2015

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.