BEACON HARBOR WEALTH ADVISORS, INC.

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

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.55%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BEACON HARBOR WEALTH ADVISORS
440 VIKING DRIVE, SUITE 200
VIRGINIA BEACH VA    23452
Country: United States

Business Phone: 757-644-4545
Fax: 757-644-4373
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 834,704
Total Number of Clients: 286
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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