Leonard
Durso

Beacon Capital Management, Inc

CRD#2300514
Investment Advisor
in Dayton, OH

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About this Advisor

Leonard Durso is a financial advisor based in Dayton, Ohio, working with Beacon Capital Management, Inc. Leonard has previously held a position at Flexible Plan Investments LTD. Leonard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Leonard 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 the publication of newsletters. The fee structure at Beacon Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

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

$4,328,922,124

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

27

OH Average: 34
Total Number of Accounts

15,730

OH Average: 1,972
Average Account Size

$275,202

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

Leonard Durso Work History

2001 - Present (23 years)

Flexible Plan Investments LTD

Disclosures

Please visit the SEC profile of Leonard Durso 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

Brian Thomson
Dayton, OH
Erik Blase
West Des Moines, IA
Michael Mock
West Des Moines, IA
Diavante Brown
Dayton, OH
Adam Roepsch
Dayton, OH
Vincent Gaglione
Dayton, OH
Isaiah Stegman
Sac City, IA
Thomas Corner
Dayton, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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