BEACON POINTE ADVISORS, LLC

Tel: 949-718-1600 24 Corporate Plaza Suite 150 Newport Beach, California 92660

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.

General Information

Firm CRD#:

119290

Firm SEC#:

801-60943

Assets Under Management:

$31,279,960,486

No. of Clients:

47098

Advisory Services Provided:

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)

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