Overview
Assets Under Management: $162 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 38
Average Client Assets: $3.3 million
Frequently Asked Questions
BEACON INVESTMENT MANAGEMENT, 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 #122639), BEACON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BEACON INVESTMENT MANAGEMENT, LLC is headquartered in BOSTON, MA.
BEACON INVESTMENT MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, BEACON INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
BEACON INVESTMENT MANAGEMENT, LLC manages $162 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, BEACON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.18%
Average Client Assets: $3.3 million
Total Client Accounts: 113
Non-Discretionary Accounts: 113
Regulatory Filings
CRD Number: 122639
Filing ID: 1169991
Last Filing Date: 2018-03-06 11:42:00