BEACON POINTE ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	119290
SEC#	801-60943
Assets Managed by Firm	$31,279,960,486
No. of Clients	47098
No. of Advisors	500

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 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

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