Gregory
Bonzagni
Beacon Capital Management, Inc
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About this Advisor
Gregory Bonzagni is a financial advisor based in Dayton, Ohio, working with Beacon Capital Management, Inc. Gregory has previously held positions at Spc, Sammons Financial Network, and Beacon Capital Management, Inc. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Gregory is part of Beacon Capital Management, Inc, which operates out of Dayton, Ohio. The firm has 27 employees and manages assets totaling $4.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at Beacon Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,328,922,124
27
15,730
$275,202
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Gregory Bonzagni Work History
Beacon Capital Management, Inc
Sammons Financial Network
Spc
Disclosures
Please visit the SEC profile of Gregory Bonzagni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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