Beaconsfield Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Canonsburg, Pennsylvania
CRD number
14634
Registered since
January 23, 1984

Firm profile

FINTRX

Overview

Beaconsfield Financial Services, Inc. is a corporation that has been registered with the SEC since 1984 and is individually owned. Public profile fields classify the firm as unclassified rather than assigning it to a specific RIA category. The profile indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. Available fields for business and advisory activities are blank, so the firm’s client segments, service focus, and investment mandate are not detailed in the source data. The profile also notes that Beaconsfield Financial Services is not listed as a multi-state adviser, not newly formed, and not described as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 30
  • Gregory Weisheit

    MemberCRD 3275372

  • Aaron Lehman

    Aaron Lehman

    Financial ProfessionalCRD 4164746

  • Clayton Edger

    RepresentativeCRD 4240312

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Washington
Address
Park Technology Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth