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Beacon Pointe - Lake Elmo, MN

EST. AUM
$824,391,424

CONTACTS
2

CLIENT ACCOUNTS
2,904

Firm Details

Metro area Minneapolis
CRD Number
Website beaconpointe.com
Client types

Overview

Landmark Wealth Management Group joined Beacon Pointe Advisors in October 2024. Since 1977, Landmark has been considered a legacy firm, with its team consisting of its founding partners and 2nd generation owners, focused on building the upcoming line of wealth advisors to carry on the firm’s strong and successful tradition. The Minnesota-based team is committed to excellence, providing comprehensive financial services and customized advice to a diverse group of clients, including individuals, families, business owners, and employees of Fortune 500 corporations, such as 3M, Lockheed Martin, Andersen Corporation, and more. Landmark also works with many female investors Formerly Landmark Wealth Management Group

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Address

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

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