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BEACON INVESTMENT ADVISORS LLC
BEACON INVESTMENT ADVISORS LLC
GAITHERSBURG, Maryland
·
2 registered advisors
·
CRD# 127368
SEC# 801-125799
0
301-670-1700
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 Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BEACON INVESTMENT ADVISORS LLC
2 registered advisors
Cornell P Abod
GAITHERSBURG, Maryland
CRD# 4686856
Erik J Dolan
GAITHERSBURG, Maryland
CRD# 3161467
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
.