BEACON ASSET MANAGEMENT
Total AUM
$216.2M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
50 MILK STREET, 10TH FLOOR
BOSTON
MA 02109-5003
USA
BOSTON
MA 02109-5003
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-263-2400
Financials
Total AUM
$216.2M
Accounts
152Discretionary
$166.8M
Accounts
124Non-Discretionary
$49.3M
Accounts
28
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMAME
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.