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BEACON HILL WEALTH MANAGEMENT LTD
Investment Advice|VICTORIA, BC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$105.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 26.6M |
| Non-Discretionary | 79.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 325860 |
| SEC Number | 801-129439 |
| Street Address | 1133 FORT STREET |
| Location | VICTORIA, BC V8V 3K9 |
| Country | Canada |
| Phone | 778-433-1314 |
| Fax | 778-265-0033 |
| Total Employees | 5 |
Client Count by Type (183 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 155 |
| Individuals (other than H… | 28 |
County data not available for this organization.