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
Jordan Heller (CRD# 1887838) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summitt, NJ and has over 24 years of experience in the finance industry.
Matthew Henn (CRD# 5532555) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.
Donald Hertling (CRD# 2859212) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summitt, NJ and has over 24 years of experience in the finance industry.
Katherine Hickey (CRD# 6860307) 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.
Michael Himmel (CRD# 1542409) 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.
David Hopkins (CRD# 2110385) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.
Jeffrey Howden (CRD# 4628383) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 21 years of experience in the finance industry.
Ralph Howell (CRD# 4029328) 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.
Mitchell Hughes (CRD# 6707466) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.
Jennings Hurt Iv (CRD# 5740120) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.