Beacon Investment Company Overview

  • Founded
  • 1982
Founded
  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Primary Office
  • 505 East Huron
  • Sloan Plaza Suite 208
  • Ann Arbor, MI 48104
  • United States
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Beacon Investment Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Beacon Investment Company Executive Team (1)

Name Title Board Seat Contact Info
Steven Greenwald President, Chief Compliance Officer and Chief Operating Officer
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