Beacon Investment Group

Beacon Investment Group (CRD# 166827) is a financial advisory firm headquartered in New York, NY. They manage $4,000,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $222,222
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Beacon Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Kevin D. Clarkin
CRD#: 1919832
1120 Avenue Of The Americas, Suite 4069, New York, NY 10036
71
Wealthminder
score

Kevin Clarkin (CRD# 1919832) is an Investment Advisor Representative working at Beacon Investment Group in New York, NY and has over 11 years of experience in the finance industry.

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