7 Brookes Avenue
Gaithersburg, Maryland 20877
Tel: 301-670-1700
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 $219,921,244 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 127368 |
SEC# | 801-125799 |
Assets Managed by Firm | $219,921,244 |
No. of Clients | 391 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 391 | $219,921,244 |
Individuals (other than high net worth individuals) | 49 | $25,938,486 |
High net worth individuals | 46 | $145,481,595 |
Pension and profit sharing plans | 6 | $11,177,306 |
Corporations or other businesses | 1 | $37,323,857 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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