Adviser Profile
| As of Date | 07/27/2021 |
| Registration status | Registration Changed to BEACON RETIREMENT PLANNING SERVICES INC. |
| ADV Location | MARSHFIELD, MA, United States |
| Contact Info | (61 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2021
Private Funds
No private funds