Beacon Pointe Advisors

EST. AUM
$54,872,534,714

CONTACTS
39

CLIENT ACCOUNTS
29,892

Firm Details

Metro area Los Angeles
CRD Number 119290
Website beaconpointe.com
Client types

Overview

If you're in the Los Angeles Metro area and you head south towards Newport Beach, an anchor meeting would be with Beacon Point Advisors. They now have over $51.4 billion in assets under management. They have multiple offices across the country. Their research team is in Newport Beach. They allocate across asset classes. They also provide consulting services to other RIAs. They have their own real estate fund of funds where they aggregate assets and can allocate to underlying single strategies. A preference for employee owned boutique firms when possible.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Beacon Pointe Advisors

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