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BEACON FINANCIAL GROUP

DALLAS, TX · CRD 110038 · IAPD ↗ · 972-726-9888

$1.30BRegulatory AUM
8Advisory reps
18Employees
0Clients
1-10Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2024 — BEACON FINANCIAL GROUP crossed $1B in regulatory AUM ($942.5M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.