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Building 2BEACON INVESTMENT MANAGEMENT, INC.

Map pinRALEIGH, NC
Phone919-821-5225
NotebookSEC #801-55377
Total AUM
$38.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4001 BARRETT DRIVE
SUITE # 103
RALEIGH
NC 27609-6615
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
919-821-5225

ReceiptFinancials

Total AUM
$38.7M
Accounts
232
Discretionary
$36.8M
Accounts
195
Non-Discretionary
$1.8M
Accounts
37

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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