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Beacon Capital, LLC

Headquartered in CEDAR RAPIDS, IA

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Firm Information

Beacon Capital, LLC is an investment advisor registered with the SEC and located in CEDAR RAPIDS, IA. They manage approximately $176,237,651 in assets for 951 clients. Their services include portfolio management for individuals and pension consulting, as well as selection of other advisors. Their client base consists primarily of individuals other than high-net-worth, corporations or other businesses, and high-net-worth individuals.

Beacon Capital, LLC

375 COLLINS ROAD NE,

CEDAR RAPIDS, IA 52402

$176.24M

Assets Under Management

130

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

Branch Locations (1)

BEACON CAPITAL, LLC has a total of 1 branch locations across the country.
location

CEDAR RAPIDS, IA

Advisors at Beacon Capital, LLC

View All 5 Advisors
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Bret Lee Niemuth

CFC®, RA

CEDAR RAPIDS, IA

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Cole Miles Erickson

RA

CEDAR RAPIDS, IA

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Unclaimed
Kylee Zane

RA

CEDAR RAPIDS, IA

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James Howard Locke

RA

CEDAR RAPIDS, IA

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Unclaimed
John Alan Siegel

RA

CEDAR RAPIDS, IA

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Disclosures

There are no public disclosures for Beacon Capital, LLC.

Frequently Asked Questions (5)

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