Telemus/Beacon Investment Company LLC is a large advisory firm based in Southfield. It manages $385.72 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Iowa, Michigan, and Ohio.
Telemus/Beacon Investment Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Telemus/Beacon Investment Company LLC is $385.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Telemus/Beacon Investment Company LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Telemus/Beacon Investment Company LLC performs its advisory services is located at Two Towne Square, Southfield, MI 48076, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-827-1800 or by fax 248-827-1808. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.beaconinvestment.com.