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BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA
949-718-1600
SEC #801-60943Total AUM
$54.9B
Employees
780Clients
29,929Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
24 CORPORATE PLAZA
SUITE 150
NEWPORT BEACH
CA 92660
United States
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
949-718-1600
Other Offices
89
Financials
Total AUM
$54.9B
Accounts
29,892Discretionary
$50.5B
Accounts
29,800Non-Discretionary
$4.3B
Accounts
92
Clients
Individual Clients
18,083AUM
$6.1B
HNW Individual Clients
11,482AUM
$43B
Banking Clients
1AUM
$8.5M
Investment Company Clients
1AUM
$984.1M
Pooled Vehicle Clients
7AUM
$109.8M
Pension/Profit Sharing Plan Clients
55AUM
$357.1M
Charitable Organization Clients
156AUM
$3.4B
Government Entity Clients
1AUM
$12.4M
Insurance Company Clients
8AUM
$595.3M
Corporation or Business Clients
135AUM
$309.3M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.