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Beacon Pointe Advisors - Pasadena

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS
29,892

Firm Details

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

Overview

Formerly Penniall & Associates. Also associated with AWM (athlete wealth management) where their clients are baseball draft picks. Create strategic and tactical models. Mutual funds and ETFs across equities, fixed income and alts. Beacon Pointe Advisors announced that they acquired Bridge Advisory in October 2024.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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