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Building 2BEACON INVESTMENT ADVISORS LLC

Map pinGAITHERSBURG, MD
Phone301-670-1700
NotebookSEC #801-125799
Total AUM
$541.9M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 BROOKES AVENUE
GAITHERSBURG
MD 20877
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-670-1700

ReceiptFinancials

Total AUM
$541.9M
Accounts
533
Discretionary
$541.9M
Accounts
533
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$107.3M
HNW Individual Clients
59
AUM
$222.9M
Pension/Profit Sharing Plan Clients
6
AUM
$11.5M
Corporation or Business Clients
3
AUM
$200.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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