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Building 2BEACON CAPITAL ADVISORY GROUP

Map pinCHARLOTTE, NC
Phone877-801-2322
NotebookSEC #801-131303
Total AUM
$223.5M
Employees
4
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 COLTSGATE RD
SUITE 102
CHARLOTTE
NC 28211
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-801-2322
Other Offices
1

ReceiptFinancials

Total AUM
$223.5M
Accounts
538
Discretionary
$223.5M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$52M
HNW Individual Clients
48
AUM
$171.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKFLNCNHNY

HandshakeAffiliates

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

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