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).
-
Total Assets Under Management31,280MILLION
-
Total Number of Accounts47,098ACCOUNTS
-
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
Mark Mathers (CRD# 2747645) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 27 years of experience in the finance industry.
George McCall (CRD# 5578366) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
Jennifer McCosley (CRD# 6521595) 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.
Wayne McCullough (CRD# 3080829) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 25 years of experience in the finance industry.
Flynn McDonnell (CRD# 3150279) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 25 years of experience in the finance industry.
Daniel McGilvray (CRD# 6047277) 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 Meadows (CRD# 6863674) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 5 years of experience in the finance industry.
Lauren Meixel (CRD# 5929581) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.
Pascal Menut (CRD# 6743360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 7 years of experience in the finance industry.
Bruce Meyer (CRD# 2900514) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.