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
Jeffrey Giguere (CRD# 5700633) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greenville, SC and has over 14 years of experience in the finance industry.
Michael Gillis (CRD# 4029357) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Gregory Gionfriddo (CRD# 5437309) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Paige Goll (CRD# 5015167) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Winter Park, FL and has over 17 years of experience in the finance industry.
Michael Gonzalez (CRD# 6866207) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Bala Cynwyd, PA and has over 6 years of experience in the finance industry.
Amy Lynn Hammock (CRD# 2289653) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Houma, LA and has over 30 years of experience in the finance industry.
Tony Han (CRD# 5310825) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.
Grant Hartvigson (CRD# 2756041) 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.
Jay Healy (CRD# 4424904) 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.
Jacob Heisler (CRD# 6913623) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.