BEACON POINTE ADVISORS, LLC
About BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC is a Newport Beach, California based financial advisory firm with nearly $31,279,960,486 in assets under management and provides investment advisory services for 47098 clients. There are currently 500 financial advisors at the firm.
119290
801-60943
$31,279,960,486
47098
500
296
52
Approved since Feb 20, 2002
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (CONSULTING SERVICES)
A percentage of AUM, Hourly charges, Fixed fees
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 8,596 | $3,269,991,498 |
| High net worth individuals | 6,134 | $23,419,441,948 |
| Banking or thrift institutions | – | $1,240,465 |
| Investment companies | 1 | – |
| Pooled investment vehicles | 5 | $130,276,202 |
| Pension and profit sharing plans | 29 | $92,025,782 |
| Charitable organizations | 87 | $1,870,074,093 |
| State or municipal government entities | – | $11,332,686 |
| Insurance companies | 6 | $498,447,449 |
| Corporations or other businesses | 89 | $1,987,130,363 |
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