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Building 2BEACON CAPITAL MANAGEMENT, LLC

Map pinFRANKLIN, TN
Phone615-224-9794
NotebookSEC #801-106678
Total AUM
$1.3B
Employees
39
Clients
2,098

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
751 COOL SPRINGS BLVD
SUITE 106
FRANKLIN
TN 37067
United States
Operating Hours
MONDAY - THURSDAY: 8:00 AM TO 5:00 PM (CDT), FRIDAY: 8:00 AM- 4:00 PM (CDT
Monday - Friday
Phone
615-224-9794
Other Offices
3

ReceiptFinancials

Total AUM
$1.3B
Accounts
5,702
Discretionary
$1.3B
Accounts
5,663
Non-Discretionary
$1.1M
Accounts
39

ContactClients

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Individual Clients
1,748
AUM
$616.9M
HNW Individual Clients
316
AUM
$637.2M
Pension/Profit Sharing Plan Clients
27
AUM
$12.8M
Charitable Organization Clients
2
AUM
$199.6K
Corporation or Business Clients
5
AUM
$2.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAINKYLAMIMOMSNCNYOHSCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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