Beacon Bay Asset Management LLC

Beacon Bay Asset Management LLC (CRD# 142207) is a financial advisory firm headquartered in , . They manage $26,600,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.beaconbayassetmgmt.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $341,026
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Beacon Bay Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Willis, financial advisor Peoria AZ
James V. Willis
CRD#: 4573862
Peoria, AZ

James Willis (CRD# 4573862) is an Investment Advisor Representative working at Beacon Bay Asset Management LLC in Peoria, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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