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BEACON INVESTMENT ADVISORS LLC

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

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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 $219,921,244 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127368
SEC# 801-125799
Assets Managed by Firm $219,921,244
No. of Clients 391
No. of Advisors 1

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total391$219,921,244
Individuals (other than high net worth individuals)49$25,938,486
High net worth individuals46$145,481,595
Pension and profit sharing plans6$11,177,306
Corporations or other businesses1$37,323,857
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