BEACON INVESTMENT ADVISORS LLC

7 Brookes Avenue
Gaithersburg, Maryland 20877
Tel: 301-670-1700

About BEACON INVESTMENT ADVISORS LLC

BEACON INVESTMENT ADVISORS LLC, formally registered with the SEC as BEACON INVESTMENT ADVISORS LLC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.

BEACON INVESTMENT ADVISORS LLC is a Gaithersburg, Maryland based Financial Planning firm with nearly $257,803,803 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127368
SEC#	801-125799
Assets Managed by Firm	$257,803,803
No. of Clients	452
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	452	$257,803,803
Individuals (other than high net worth individuals)	53	$29,531,058
High net worth individuals	53	$165,035,609
Pension and profit sharing plans	7	$14,106,561
Corporations or other businesses	2	$49,130,575

More Retirement Planning firms in Gaithersburg, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Gaithersburg, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.