Overview
Assets Under Management: $2.3 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 618
Average Client Assets: $2.5 million
Frequently Asked Questions
BEACON POINTE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151328), BEACON POINTE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BEACON POINTE WEALTH ADVISORS, LLC is headquartered in NEWPORT BEACH, CA.
BEACON POINTE WEALTH ADVISORS, LLC serves 618 high-net-worth clients according to their SEC filing dated October 05, 2018. View client details ↓
According to their SEC Form ADV, BEACON POINTE WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BEACON POINTE WEALTH ADVISORS, LLC manages $2.3 billion in client assets according to their SEC filing dated October 05, 2018.
According to their SEC Form ADV, BEACON POINTE WEALTH ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 618
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.04%
Average Client Assets: $2.5 million
Total Client Accounts: 7,399
Discretionary Accounts: 7,384
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 151328
Filing ID: 1243459
Last Filing Date: 2018-10-05 12:26:00