Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $31,279,960,486 in 47,098 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management31,280MILLION
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.
Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Rawles Bell (CRD# 5807891) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 12 years of experience in the finance industry.
Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Brian Bengry (CRD# 4003547) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Edward Blanchard (CRD# 5470807) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 15 years of experience in the finance industry.
Logan Bolick (CRD# 6318241) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 3 years of experience in the finance industry.
Walter Bond (CRD# 3126706) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 25 years of experience in the finance industry.
Kyle Boyd (CRD# 3070015) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Michael Breller (CRD# 2782094) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 27 years of experience in the finance industry.