Beacon Rock Management, LLC (Portland)
Beacon Rock Management, LLC is a large advisory firm based in Portland. It manages $96.05 million of regulatory assets for 966 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, Arkansas, California, and 27 other states.
Beacon Rock Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Beacon Rock Management: assets under management
The assets under management (AUM) of Beacon Rock Management, LLC is $96.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Beacon Rock Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Portland
The principal office where Beacon Rock Management, LLC performs its advisory services is located at 121 Sw Morrison St. Ste 450, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-227-6800 or by fax 503-227-3648. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday.
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