Unclaimed Profile

Brett Lee Agnew

BEACON CAPITAL MANAGEMENT, INC.·DAYTON, Ohio

Clean recordBEACON CAPITAL MANAGEMENT, INC.

7777 WASHINGTON VILLAGE DRIVE, DAYTON, OH 45459CRD# 3211821Firm CRD# 120641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Lee Agnew · DAYTON, OH

Registration

CRD #3211821 · BEACON CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, INC.

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEACON CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3211821

Firm CRD# 120641

View on FINRA BrokerCheck →

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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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