Beacon Investment Company Overview

  • Founded
  • 1982

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Beacon Investment Company General Information


Provider of investment management services. The company operates as a wealth advisory firm offering brokerage and portfolio management services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
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/
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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