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 privately owned (owner type listed as Individual) and is categorized in the source data as "Unclassified," with no designation as a capital allocator. The public profile is sparse: the firm is not identified as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant, related adviser, or newly formed adviser. The firm has provided little or no detail about its advisory services, fee schedules, client types, or investment strategy in the available records. That limited disclosure makes it difficult to characterize its target clients, investment process, or whether it executes discretionary portfolio management versus advisory or consulting engagements.

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

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, 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