Overview
Assets Under Management: $258 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
BEACON INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127368), BEACON INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
BEACON INVESTMENT ADVISORS LLC is headquartered in GAITHERSBURG, MD.
BEACON INVESTMENT ADVISORS LLC serves 56 high-net-worth clients according to their SEC filing dated October 02, 2024. View client details ↓
According to their SEC Form ADV, BEACON INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BEACON INVESTMENT ADVISORS LLC manages $258 million in client assets according to their SEC filing dated October 02, 2024.
According to their SEC Form ADV, BEACON INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.47
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 127368
Last Filing Date: 2024-10-02 00:00:00
Website: https://acaglobal.com