Leonard
Durso
Beacon Capital Management, Inc
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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
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
Leonard Durso Work History
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
West Des Moines, IA
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
West Des Moines, IA
Sac City, IA
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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