BEACON INVESTMENT ADVISORS LLC

GAITHERSBURG, Maryland·2 registered advisors·CRD# 127368
SEC# 801-1257990301-670-1700
01

Firm Overview

AUM
$258M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BEACON INVESTMENT ADVISORS LLC

2 registered advisors
Cornell P Abod
GAITHERSBURG, Maryland
Erik J Dolan
GAITHERSBURG, Maryland
05

Office Locations

GAITHERSBURG, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. BEACON INVESTMENT ADVISORS LLC (CRD# 127368) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.