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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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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