• VIRGINIA BEACH, VA • Investment Advisor How do I update this listing?
Beacon Harbor Wealth Advisors is based out of Virginia Beach. Beacon Harbor Wealth Advisors is a large advisory firm with 286 clients and discretionary assets under management (AUM) of $201,800,518 (Form ADV from 2019-06-11). Their last reported 13F filing for Q2 2019 included $109,103,000 in managed 13F securities and a top 10 holdings concentration of 55.3%. Beacon Harbor Wealth Advisors's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 377,518. Whalewisdom has at least 1 13F filings