BEACON GLOBAL ADVISOR NETWORK, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 288833
- Registered since
- July 6, 2017
- Website
- bganetwork.com
- Custodians
- RL 360 INSURANCE COMPANY, LTD., CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, NOVIA GLOBAL LTD
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals58.12%
- HNWI41.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Beacon Global Advisor Network, LLC is an independent registered investment adviser formed in 2017 and organized as an LLC. The firm is owned by an individual and serves primarily individual and family clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Beacon operates as a capital allocator, meaning it places client capital with third-party managers and external fund vehicles. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2JOSEPH GRUBER
Chief Executive OfficerCRD 1351241
Marion Mitchell
Chief Operating OfficerCRD 7807544
Contacts
3 of 57ADRIAN FLAMBARD
Senior Investment AdvisorCRD 6108975
Gareth Jones
Managing PartnerCRD 6568907
KYLE DAVIS
Senior AdvisorCRD 5677802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1 Glenlake Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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