BEACON POINTE WEALTH ADVISORS, LLC

other names
  • BEACON POINTE WEALTH ADVISORS, LLC
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Adviser Profile

Registration status Terminated
As of Date 03/30/2020
Adviser Type - Large advisory firm
Number of Employees 103
of those in investment advisory functions 68
AUM* 3,207,078,630
of that, discretionary 3,196,614,118
Private Fund GAV* 0
Avg Account Size 334,873
% High Net Worth 35.48%
SMA’s Yes
Private Funds 0

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 913M 457M
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees