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Building 2BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

Map pinMAUMEE, OH
Phone419-482-0280
NotebookSEC #801-135234
Total AUM
$101.1M
Employees
4
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1755 INDIANWOOD CIRCLE,
SUITE 200
MAUMEE
OH 43537
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
419-482-0280

ReceiptFinancials

Total AUM
$101.1M
Accounts
838
Discretionary
$101.1M
Accounts
838
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
180
AUM
$59.4M
HNW Individual Clients
24
AUM
$41.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINCOH

HandshakeAffiliates

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

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