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BEACON CAPITAL, LLC

Tel: 319-389-4371
375 Collins Road Ne,
Suite 120
Cedar Rapids, Iowa  52402

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BEACON CAPITAL, LLC

BEACON CAPITAL, LLC is a Cedar Rapids, Iowa based financial advisory firm with nearly $176,237,651 in assets under management and provides investment advisory services for 951 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Other (REFERRAL FEE

Firm CRD#:

286316

SEC#:

801-120315

No. of Clients:

951

Assets under Management

$176,237,651

No. of Advisors:

5

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