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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 $4,328,922,124 assets under management, offering retirement planning & investment advisory services to 15730 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120641 |
| SEC# | 801-61249 |
| Assets Managed by Firm | $4,328,922,124 |
| No. of Clients | 15730 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15730 | $4,328,922,124 |
| Individuals (other than high net worth individuals) | 15289 | $2,265,567,138 |
| High net worth individuals | 252 | $488,781,341 |
| Pension and profit sharing plans | 195 | $56,318,020 |
| Charitable organizations | 10 | $1,781,604 |
| Corporations or other businesses | 81 | $83,865,520 |
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