The Beacon Group Wealth Management LLC is a pension cosultant based in New York. It manages $12.29 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
The Beacon Group Wealth Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Beacon Group Wealth Management LLC is $12.29 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Beacon Group Wealth Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Evans Mayell has served as the Chief Investment Officer since 1 Apr 2000 and Alan Herman Rappaport is the Chief Executive Officer of The Beacon Group Wealth Management LLC family office. J.P. Morgan Chase & Co. joined the executive team most recently as the Member.
The principal office where The Beacon Group Wealth Management LLC performs its advisory services is located at 1221 Avenue Of The Americas, 40 Th Floor, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-899-3477 or by fax 212-899-3943. The normal business hours are 9:00am - 5:00pm on Monday - Friday.