Beacon Pointe Wealth Advisors LLC
- Assets, Funds, Holdings
| Beacon Pointe Wealth Advisors LLC
|
|---|
| CRD # | 151328 |
| SEC # | 801-70550 |
| CIK # | 0001748071 |
| AUM |
|
| Employees |
103 (66% Investors, 2% Brokers)
|
| Phone | 949-718-1600 |
| Address | 24 Corporate Plaza Drive
Newport Beach, CA 92660 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($BB)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,531
|
0.6 |
| (b) Individuals (high net worth individuals) |
842
|
2.4 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
18 |
0.0 |
| (h) Charitable organizations |
11 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
19 |
0.2 |
| (n) Other |
0 |
0.0 |
| Total |
9,591 |
3.2 |
| By Discretionary |
| Discretionary |
9,577 |
3.2 |
| Non-Discretionary |
14 |
0.0 |
| Total |
9,591 |
3.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.2 |
| Total |
9,591 |
3.2 |
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