24 Corporate Plaza
Suite 150
Newport Beach, California 92660
Tel: 949-718-1600
BEACON POINTE ADVISORS, LLC, formally registered with the SEC as BEACON POINTE ADVISORS, LLC. The firm was established in 02/20/2002. They have over 53 offices throughout the country.
BEACON POINTE ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $31,279,960,486 assets under management, offering retirement planning & investment advisory services to 47098 clients. The firm is staffed with 500 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 119290 |
SEC# | 801-60943 |
Assets Managed by Firm | $31,279,960,486 |
No. of Clients | 47098 |
No. of Advisors | 500 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 47098 | $31,279,960,486 |
Individuals (other than high net worth individuals) | 8596 | $3,269,991,498 |
High net worth individuals | 6134 | $23,419,441,948 |
Pension and profit sharing plans | 29 | $92,025,782 |
Charitable organizations | 87 | $1,870,074,093 |
Corporations or other businesses | 89 | $1,987,130,363 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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