Beacons Strategic Capital, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Carlsbad, California
CRD number
32754
Registered since
June 15, 1989

Firm profile

FINTRX

Overview

Beacons Strategic Capital, Inc. is organized as a corporation and has been SEC-registered since 1989. The firm is owned by an individual owner and is listed as "Unclassified" in the dataset. FINTRX flags the firm as not operating as a capital allocator, not a multi-state adviser, not an active ESG investor, not newly formed, and not a pension consultant or related adviser. The dataset provides limited descriptive detail about the firm’s advisory activities, client segments, fee structure or business lines. There are no firm-level disclosures in the source about investment process, target client types, or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Joe Miller

    CEO & CCOCRD 1172989

  • Mark Muller

    Founder, President and CEOCRD 871286

  • Alan Krim

    Alan Krim

    CFO and FINOPCRD 2785337

Contacts

3 of 5
  • Joseph Behette

    BrokerCRD 1905818

  • Carolyn Condo

    Compliance AssociateCRD 2113103

  • Quinlan Melvin

    Quinlan Melvin

    Vice PresidentCRD 8209960

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, in the West of the United States.

Region
West
County
San Diego
Address
1054 Snipe Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth