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
Jeffery Hwang (CRD# 5161311) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.
Robert Ingham (CRD# 2394680) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Julie Johnson (CRD# 4456664) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.
Gene Ka (CRD# 2048557) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Jose, CA and has over 33 years of experience in the finance industry.
Michael Kane (CRD# 2209273) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 32 years of experience in the finance industry.
Kenneth Kann (CRD# 1953384) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Randye Kaplan (CRD# 1731454) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Roxbury, CT and has over 36 years of experience in the finance industry.
Alexander Kassouf (CRD# 5955546) 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.
John Keeney (CRD# 1794419) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Columbia, MD and has over 32 years of experience in the finance industry.
Jeffrey Kralovec (CRD# 4011612) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Milwaukee, WI and has over 24 years of experience in the finance industry.