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BEACON POINTE ADVISORS, LLC

24 Corporate Plaza
Suite 150
Newport Beach, California 92660
Tel: 949-718-1600

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About BEACON POINTE ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#119290
SEC#801-60943
Assets Managed by Firm$31,279,960,486
No. of Clients47098
No. of Advisors500

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total47098$31,279,960,486
Individuals (other than high net worth individuals)8596$3,269,991,498
High net worth individuals6134$23,419,441,948
Pension and profit sharing plans29$92,025,782
Charitable organizations87$1,870,074,093
Corporations or other businesses89$1,987,130,363

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