Beacon Investment Management

Beacon Investment Management (CRD# 157554) is a financial advisory firm headquartered in , . They manage $7,245,256 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $517,518
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Beacon Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Vicente Romero, financial advisor Carmel IN
Vicente Q. Romero
CRD#: 2749857
Carmel, IN

Vicente Romero (CRD# 2749857) is an Investment Advisor Representative working at Beacon Investment Management in Carmel, IN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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