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BEACON CAPITAL MANAGEMENT, INC.
7777 Washington Village Drive
Suite 280
Dayton, Ohio 45459
Tel: 937-439-9093
About BEACON CAPITAL MANAGEMENT, INC.
BEACON CAPITAL MANAGEMENT, INC, formally registered with the SEC as BEACON CAPITAL MANAGEMENT, INC. The firm was established in 06/13/2002. They have over 1 offices throughout the country.
BEACON CAPITAL MANAGEMENT, INC. is a Dayton, Ohio based Financial Planning firm with nearly $4,922,296,385 assets under management, offering retirement planning & investment advisory services to 16372 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 120641 |
| SEC# | 801-61249 |
| Assets Managed by Firm | $4,922,296,385 |
| No. of Clients | 16372 |
| No. of Advisors | 25 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16372 | $4,922,296,385 |
| Individuals (other than high net worth individuals) | 15807 | $2,696,413,176 |
| High net worth individuals | 205 | $376,833,377 |
| Pension and profit sharing plans | 260 | $75,815,448 |
| Charitable organizations | 9 | $1,886,890 |
| Corporations or other businesses | 82 | $59,803,143 |
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