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Building 2BEACON CAPITAL, LLC

Map pinCEDAR RAPIDS, IA
Phone319-389-4371
NotebookSEC #801-120315
Total AUM
$278.3M
Employees
5
Clients
629

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 COLLINS ROAD NE,
SUITE 120
CEDAR RAPIDS
IA 52402
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
319-389-4371

ReceiptFinancials

Total AUM
$278.3M
Accounts
952
Discretionary
$278.3M
Accounts
952
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
580
AUM
$188.4M
HNW Individual Clients
37
AUM
$85.9M
Corporation or Business Clients
12
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionMisdemeanor ConvictionMisdemeanor Conviction ChargeSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
IAILMNNETXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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