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Building 2BEACON POINTE WEALTH ADVISORS, LLC

Map pinNEWPORT BEACH, CA
Phone949-718-1600
NotebookSEC #801-70550
Total AUM
$3.2B
Employees
103
Clients
2,421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
949-718-1600
Other Offices
19

ReceiptFinancials

Total AUM
$3.2B
Accounts
9,591
Discretionary
$3.2B
Accounts
9,577
Non-Discretionary
$10.5M
Accounts
14

ContactClients

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Individual Clients
1,531
AUM
$576.7M
HNW Individual Clients
842
AUM
$2.4B
Pension/Profit Sharing Plan Clients
18
AUM
$12.7M
Charitable Organization Clients
11
AUM
$37.4M
Corporation or Business Clients
19
AUM
$168.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLIAILLAMAMDMEMNMOMSMTNDNENHNJNMNVNYOKORPARISDTXVTWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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