Beacon Pointe Advisors:
An Independent Investment Advisory Firm

Recently Released!!!
Date Published: September 2012
Comprehensive PPT Deck: 14 Slides
Summary PPT Deck: 10 Slides

Beacon Pointe Advisors was founded in 2002 and is based in Newport Beach, CA. Beacon Pointe Advisors has 286 accounts, $4.0 billion assets under management, and is led by its CEO Garth Flint. Its web site can be found at

Beacon Pointe Advisor's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Acquisitions Phase
Its profile includes the key statistics of the firm, including offices, employees, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Institutional Consulting
  • Private Client
And its profile concludes with the highlights of its organizational structure & ownership.

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