Beacon Fiduciary Advisors Inc (Chestnut Hill)

Name: Beacon Fiduciary Advisors Inc
Address: 1330 Boylston Street, Chestnut Hill, MA, 02467
Telephone: 617-277-0884

Beacon Fiduciary Advisors Inc is a large advisory firm based in Chestnut Hill. It manages $702.92 million of regulatory assets for 724 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.

Beacon Fiduciary Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beacon Fiduciary Advisors: assets under management

The assets under management (AUM) of Beacon Fiduciary Advisors Inc is $702.92 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $686.03 million in discretionary accounts and $16.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $980.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $703.54 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Beacon Fiduciary Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beacon Fiduciary Advisors Inc

Frederick W. Schultz has been acting as President since 1 Nov 1990. Thomas Walker Bullitt joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick W. Schultz	President/treasurer	1 Nov 1990	25% - 50%	4343561
Jean O'rourke	Senior vice president/clerk	1 Nov 1990	Other	4343566
Peter J. Riley	Vice president	1 Nov 1990	Other	4343579
John J. Fifield	Equity owner	1 Nov 1990	Other	4343592
Steven M. Garfinkle	Director invest. comm.	1 Jan 1991	Other	4343604
Herbert P. Dane	Chairman invest. comm.	1 Jan 1991	Other	4343597
Patrick J. Gallagher	Director invest. comm.	1 Jan 1991	Other	4343602
Nancy Glaser Katz	Director	1 Jan 1991	Other	1895790
Raymond Mannos	Inv. comm.	1 Jan 1991	Other	4343629
Edward Novakoff	Investment committee	1 Jan 1991	Other	4343632
Harold Frank	Director	1 Jan 1991	Other	4343648
Alexander Colby	Senior vice president	1 Aug 1991	Other	2559042
William Badger Lawrence	Senior vice president	1 Nov 1991	Other	304146
Bruce R. Rusch	Director	1 Aug 1995	Other	4343662
Alan T. Ravesi	Vice president	1 Mar 1997	Other	4343583
Tuesday N Thomas	Marketing director	1 Mar 1998	Other	2745877
Eric Harrison Jostrom	Senior vice president	1 Nov 1998	Other	262381
Randolph D. Werner	Director	1 May 1999	Other	4343667
Thomas Walker Bullitt	Vice president	1 Feb 2000	Other	2736856

Based in Chestnut Hill

The principal office where Beacon Fiduciary Advisors Inc performs its advisory services is located at 1330 Boylston Street, Chestnut Hill, MA 02467, 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 617-277-0884 or by fax 617-277-2372. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.privatemoneymanager.com.