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Brett Lee Agnew

BEACON CAPITAL MANAGEMENT, INC.·DAYTON, Ohio
Unclaimed Profile
7777 WASHINGTON VILLAGE DRIVE, DAYTON, OH 45459CRD# 3211821Firm CRD# 120641
01

About

Brett Lee Agnew is a registered financial advisor based in DAYTON, Ohio, affiliated with BEACON CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BEACON CAPITAL MANAGEMENT, INC.
BEACON CAPITAL MANAGEMENT, INC.
AUM
$4.3B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at BEACON CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3211821
Firm CRD# 120641
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Lee Agnew offer?
Brett Lee Agnew specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAYTON, Ohio for a consultation.
What are Brett Lee Agnew's credentials?
Brett Lee Agnew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Lee Agnew located?
Brett Lee Agnew is based in DAYTON, Ohio, working with BEACON CAPITAL MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Brett Lee Agnew charge for services?
Brett Lee Agnew's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON CAPITAL MANAGEMENT, INC.?
BEACON CAPITAL MANAGEMENT, INC. has approximately 28 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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