Beacon Investment Advisory Services Inc
Legal Name: BEACON INVESTMENT ADVISORY SERVICES, INC.
Full Contact Details
Beacon Investment Advisory Services Inc
163 MADISON AVENUE, MORRISTOWN, NJ
973-377-8090
Other Info
BEACON INVESTMENT ADVISORY SERVICES, INC. is a Delaware corporation with a team of 37 employees, 33 of whom are advisory roles. Although the number of clients they serve is unknown, the U.S. Securities and Exchange Commission approved their registration on April 1, 2015.
Innovating Wealth Strategy - Investment Management | Beacon Trust
We design wealth strategies specifically to fit the needs of each client. Contact us to see how Beacon Trust advisors can assist you with reaching your goals.
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
- Massey Quick Simon & Co LLC
- Private Advisor Network LLC
- Mcrae Capital Management Inc
- RED HOOK Management LLC
- Regentatlantic Capital LLC
- Circle Squared Alternative Investments LLC
- MONTGOMERY WEALTH MANAGEMENT, LLC
- SICA Wealth Management LLC
- Hampshire Investment Management Company LLC
- Blackhill Capital Inc
News
Top Holdings
- 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