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 is SEC-registered (registration year 1989). The firm is owned by an individual and is classified in the dataset as "Unclassified." In self-reported attributes it is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm is not flagged as a multi-state adviser and is not newly formed.

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

  • Michele Mateuszczyk

    Fixed Income Trading ManagerCRD 2413565

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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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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