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 an SEC-registered corporate advisory entity that has been on the SEC books since 1984. The firm is privately held by an individual owner and is listed in FINTRX data as "Unclassified" under its advisory taxonomy. The profile indicates the firm does not identify as a capital allocator, is not marked as an active ESG investor, and is not flagged as a pension consultant, related adviser, or newly formed adviser. Public disclosures in the available dataset are sparse: there are no details provided about the firm's target client segments, fee schedules, specific advisory activities, or typical investment mandates. The lack of granular information makes it difficult to characterize the firm's investment style, product lineup, or how they structure client relationships.

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