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
Beacon Investment Management
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts14ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Beacon Investment Management
1
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.
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