The Beacon Group Wealth Management LLC (New York)

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 Beacon Group Wealth Management: assets under management

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 firm manages $12.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $722.73 thousand each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Beacon Group Wealth Management LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc The Beacon Group	Member	1 Dec 1999	75% - 100%	13-3726636
Mary Jule Guilfoile	Chief operating officer	1 Dec 1999	Other	2303133
Mounir Nahas	Treasurer	1 Dec 1999	Other	4188035
Alan Herman Rappaport	Chief executive officer	1 Jan 2000	Other	1029265
John Williams Mcnear	Senior portfolio manager	1 Mar 2000	Other	1388965
Richard Evans Mayell	Chief investment officer	1 Apr 2000	Other	1026118

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
J.P. Morgan Chase & Co.	Member	1 Jul 2000	75% - 100%	13-2624428

Based in New York

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.