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BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, California
·
12 registered advisors
·
CRD# 119290
SEC# 801-60943
52
949-718-1600
01
Firm Overview
AUM
$31.3B
Regulatory assets under management
Employees
500
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BEACON POINTE ADVISORS, LLC
12 registered advisors
Claudia Ann Flint
NEWPORT BEACH, California
CRD# 5925061
Commie Stevens
NEWPORT BEACH, California
CRD# 5908057
Diane Marilyn Peck
NEWPORT BEACH, California
CRD# 4518073
Felix Tser-Chun Lin
NEWPORT BEACH, California
CRD# 4404030
Garth Kevin Flint
NEWPORT BEACH, California
CRD# 210005
Janet Judith Hathaway
NEWPORT BEACH, California
CRD# 7490918
John Raymond Gray
NEWPORT BEACH, California
CRD# 6019765
Karisa Jade Diephouse
NEWPORT BEACH, California
CRD# 4787247
Matthew Baird Cooper
NEWPORT BEACH, California
CRD# 2207087
Michael Gaffney Dow
NEWPORT BEACH, California
CRD# 2272245
Mollie Flint Rosing
NEWPORT BEACH, California
CRD# 4882480
Shannon Elizabeth Eusey
NEWPORT BEACH, California
CRD# 2521647
05
Office Locations
NEWPORT BEACH, California
12 advisors
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Data sourced from SEC Form ADV filings. BEACON POINTE ADVISORS, LLC (CRD# 119290) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.