SEC Form ADV

BEACON FINANCIAL ADVISORS

Registered Investment AdviserNY
$228.0M
Assets Under Management
4
Employees
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Registration Details

Accession
crd-119672
Location
RYE BROOK, NY
Filing Date
March 30, 2026
AUM
$228.0M
Institutional Clients
2
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

BEACON FINANCIAL ADVISORS is a registered investment adviser headquartered in RYE BROOK, NY, managing approximately $228.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.