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BEACON POINTE WEALTH ADVISORS, LLC
BEACON POINTE WEALTH ADVISORS, LLC
NEWPORT BEACH, California
·
8 registered advisors
·
CRD# 151328
SEC# 801-70550
19
949-718-1600
01
Firm Overview
AUM
$3.2B
Regulatory assets under management
Employees
103
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BEACON POINTE WEALTH ADVISORS, LLC
8 registered advisors
Bruce Alan Meyer
NEWPORT BEACH, California
CRD# 2900514
Chitra Raghavan Staley
NEWPORT BEACH, California
CRD# 727441
Eric Carlin Howie
NEWPORT BEACH, California
CRD# 4328428
Gary Keith Dorfman
NEWPORT BEACH, California
CRD# 1418742
James Ferrill Davenport
NEWPORT BEACH, California
CRD# 5059077
Laine Ryhiner Ainsworth
NEWPORT BEACH, California
CRD# 1531334
Mark Louis Moehlman
NEWPORT BEACH, California
CRD# 337455
Mark Vincent Mathers
NEWPORT BEACH, California
CRD# 2747645
05
Office Locations
NEWPORT BEACH, California
8 advisors
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Data sourced from SEC Form ADV filings. BEACON POINTE WEALTH ADVISORS, LLC (CRD# 151328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.