Beacon Investment Company Overview
- Founded
-
1982
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Beacon Investment Company General Information
Description
Provider of investment management services. The company operates as a wealth advisory firm offering brokerage and portfolio management services.
Contact Information
Website
www.beaconinvestment.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
- 505 East Huron
- Sloan Plaza Suite 208
- Ann Arbor, MI 48104
- United States
Beacon Investment Company Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Beacon Investment Company Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Steven Greenwald | President, Chief Compliance Officer and Chief Operating Officer |