Beaconsfield Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Canonsburg, Pennsylvania
CRD number
14634
Registered since
January 23, 1984

Firm profile

FINTRX

Overview

Beaconsfield Financial Services, Inc. is a corporation that has been SEC-registered since 1984 and is owned by an individual. The firm is classified as "Unclassified" in the source dataset and is not identified as a capital allocator. According to the available records it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not designated as a related adviser. The dataset does not include descriptions of the firm's advisory services, client segments, or fee arrangements. That absence of detail suggests limited public disclosure in the source used here rather than a specific business model that can be profiled.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 30
  • Gregory Weisheit

    MemberCRD 3275372

  • Aaron Lehman

    Aaron Lehman

    Financial ProfessionalCRD 4164746

  • Clayton Edger

    RepresentativeCRD 4240312

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Washington
Address
Park Technology Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth