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Building 2BEACON INVESTMENT MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-357-8306
NotebookSEC #801-80909
Total AUM
$216.6M
Employees
4
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 INDIA STREET
SUITE 205
BOSTON
MA 02109-3304
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-357-8306

ReceiptFinancials

Total AUM
$216.6M
Accounts
343
Discretionary
$0
Accounts
0
Non-Discretionary
$216.6M
Accounts
343

ContactClients

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Individual Clients
277
AUM
$69.3M
HNW Individual Clients
62
AUM
$140.4M
Pension/Profit Sharing Plan Clients
1
AUM
$436.6K
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLLAMANH

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

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