Gregory
Bonzagni

Beacon Capital Management, Inc

CRD#2790251
Investment Advisor
in Dayton, OH

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About this Advisor

Gregory Bonzagni is a financial advisor who works in Dayton, Ohio with a total of 1 year of industry experience. Bonzagni is an advisor for Beacon Capital Management, Inc. Their career trajectory has included roles at Spc, Sammons Financial Network and Beacon Capital Management, Inc. Bonzagni has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Beacon Capital Management, Inc is a registered investment firm that has its headquarters in Dayton, OH. It oversees $5 billion in assets under management across its 16,372 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 16,372 accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fee schedules usually vary depending on which services are offered. However, fees billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

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 been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beacon Capital Management, Inc

2011 - Present (13 years)

Sammons Financial Network

2013 - 2021 (8 years)

Spc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Beacon Capital Management, Inc

Isaiah Stegman
Sac City, IA
Tyler Mays
Dayton, OH
Brett Agnew
Dayton, OH
Thomas Corner
Dayton, OH
Brian Thomson
Dayton, OH
Vincent Gaglione
Dayton, OH
Emily Damman
Dayton, OH
Robert Huston
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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