Beacon Investment Advisory Services Inc
Legal Name: BEACON INVESTMENT ADVISORY SERVICES, INC.
163 MADISON AVENUE, MORRISTOWN, NJ
Full Contact Details
Other Info
Beacon Investment Advisory Services Inc is legally known as BEACON INVESTMENT ADVISORY SERVICES, INC.. It is a DE Corporation. This firm has 37 employees, of which 33 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 1, 2015.
Direct Owners
-
BEACON TRUST COMPANY
OWNER owns 75% or more
-
KENNETH PAUL LENSKOLD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
LEONARD GEORGE GLEASON
GENERAL COUNSEL owns less than 5%
-
VALERIE O MURRAY
PRESIDENT owns less than 5%
Indirect Owners
-
PROVIDENT FINANCIAL SERVICES, INC.
OWNER owns 75% or more
-
THE PROVIDENT BANK
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 7, 2019
- ISHARES TR CORE S&P SCP ETF $36,460k
- ISHARES TR RUSSELL 2000 ETF $25,078k
- ISHARES TR CORE S&P500 ETF $22,060k
- Apple Inc $21,867k
- MASTERCARD INC $20,549k
- JPMORGAN CHASE & CO $19,792k
- HOME DEPOT INC $17,941k
- ADP $15,261k
- ISHARES $13,848k
- Intuit Inc $12,791k