Beacon Capital Management, Inc
About this Advisor
Gregory Bonzagni is a financial advisor who works in Dayton, Ohio, with a total of 11 years of financial industry experience. Bonzagni is an advisor for Beacon Capital Management, Inc. Throughout their career, they have worked at Spc, Sammons Financial Network and Beacon Capital Management, Inc. Bonzagni holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Beacon Capital Management, Inc is an advisory business that has its headquarters in Dayton, Ohio. It handles $5 billion in assets under management between its 15,094 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 15,094 accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Beacon Capital Management, Inc Brokerage Details
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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
Gregory has 11 years of experience.
Beacon Capital Management, Inc
Sammons Financial Network
Gregory Bonzagni has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Beacon Capital Management, Inc
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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