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Home > Retirement Planners > iowa > cedar rapids > BEACON CAPITAL, LLC
BEACON CAPITAL, LLC
375 Collins Road Ne,
Suite 120
Cedar Rapids, Iowa 52402
Tel: 319-389-4371
About BEACON CAPITAL, LLC
BEACON CAPITAL, LLC, formally registered with the SEC as BEACON CAPITAL, LLC. The firm was established in 02/12/2021. They have over 1 offices throughout the country.
BEACON CAPITAL, LLC is a Cedar Rapids, Iowa based Financial Planning firm with nearly $176,237,651 assets under management, offering retirement planning & investment advisory services to 951 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286316 |
| SEC# | 801-120315 |
| Assets Managed by Firm | $176,237,651 |
| No. of Clients | 951 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (REFERRAL FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 951 | $176,237,651 |
| Individuals (other than high net worth individuals) | 593 | $123,791,837 |
| High net worth individuals | 29 | $49,453,117 |
| Corporations or other businesses | 17 | $2,992,697 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
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| $16,157,423,229 | 212836 | 383 |
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