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BEACON CAPITAL MANAGEMENT, INC.
DAYTON, OH
937-439-9093
SEC #801-61249Total AUM
$4.3B
Employees
44Clients
10,456Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7777 WASHINGTON VILLAGE DRIVE
SUITE 280
DAYTON
OH 45459
United States
SUITE 280
DAYTON
OH 45459
United States
Operating Hours
9:00AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
937-439-9093
Other Offices
1
Financials
Total AUM
$4.3B
Accounts
10,456Discretionary
$4B
Accounts
10,187Non-Discretionary
$235.3M
Accounts
269
Clients
Individual Clients
10,057AUM
$1.6B
HNW Individual Clients
162AUM
$352.8M
Investment Company Clients
3AUM
$150.4M
Pension/Profit Sharing Plan Clients
162AUM
$47.2M
Charitable Organization Clients
6AUM
$1.2M
Corporation or Business Clients
48AUM
$27.2M
Other Clients
18AUM
$2B
Description of Other Clients
DIRECT PLATFORM ADVISORY MANAGED ACCOUNTS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.