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Beacon Pointe Advisors, LLC CRD 119290
$54.9B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-20 |
| UT | RA | APPROVED | 2023-03-20 |
Branch Locations
272 E 12200 S Suite 100, Draper, UT 84020 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ailsa Capital, Inc | Draper | UT | 07/2015 | 02/2023 |
| Beacon Pointe Advisors, Llc | Draper | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-26 |
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