Summary
Beacon Pointe Advisors LLC
Founded in 2002
Description
Beacon Pointe Advisors is a Registered Investment Advisor serving as trusted financial consultants for families and institutions. They provide comprehensive financial planning and investment strategies to assist clients with making well informed, impor...
Strengths
- Beacon Pointe Advisors LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Beacon Pointe Advisors LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Beacon Pointe Advisors LLC's annual revenue
$31127000
Based on Kona Equity data
-
Revenue per employee
$117460
-
Variance of revenue growth
0.12
-
Annual revenue growth since founding
$1414863
-
Revenue growth rate from first known quarter to current
-17.8%
Employee Count
265 employees
-
Employee growth rate from first known quarter to current
-24.3%
Executives
Mike Breller
Managing Director
m**@beaconpointe.comMichael Gonzalez
Associate Wealth Advisor
m**@beaconpointe.comRobert Kuchar
Controller
r**@beaconpointe.comAlissa Weddington
Vice President, Director of Operations
a**@beaconpointe.comMark Moehlman
Managing Director
m**@beaconpointe.comAllie Hines
Senior Business Development Associate
a**@beaconpointe.comLindy Culbertson
Director, Operations & Marketing
l**@beaconpointe.comJohn Gray
Chief Financial Officer
j**@beaconpointe.comAnnie Parrish
Manager, Human Resources
a**@beaconpointe.comSharell Sanders
Associate Wealth Advisor
s**@beaconpointe.comJoshua Lustbader
Client Services Senior Associate
j**@beaconpointe.comKent Giguere
Partner
k**@beaconpointe.comJordan Heller
Managing Director, Partner
j**@beaconpointe.comDavid Le
Chief Technology Officer & Wealth Advisor
d**@beaconpointe.comIrina Houten
Controller
i**@beaconpointe.comLanden Lunsway
Managing Director, Partner
l**@beaconpointe.comMichael Dow
Chief Investment Officer
m**@beaconpointe.comBrandon Lewellen
Senior Mergers & Acquisitions Analyst
b**@beaconpointe.comMatthew Cooper
President
m**@beaconpointe.comGene Ka
Partner, Managing Director
g**@beaconpointe.comShannon Eusey
President & Chief Operating Officer
s**@beaconpointe.comKyle Boyd
Partner, Managing Director
k**@beaconpointe.comAlyson Barboza
Office Management Associate
a**@beaconpointe.comFrederick Taylor
Partner, Managing Director
f**@beaconpointe.comKevin Disano
Chief Growth Officer
k**@beaconpointe.comKimberly Crawford
Manager, Operations
k**@beaconpointe.comBrittany Apma
Senior Associate Wealth Advisor
b**@beaconpointe.comAllison Warner
Chief Marketing Officer
a**@beaconpointe.comPhone Pointe
President & Chief Operating Officer
p**@beaconpointe.comGrant Hartvigson
Partner, Managing Director
g**@beaconpointe.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
1.04 M
-
Page views per visitor
1.0
-
Daily time
2:10
-
Bounce Rate
41.7 %
Location
Unlock unlimited leads
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Key Information
- Name: Beacon Pointe Advisors LLC
- Category: Investment management
- Industry: Financial planner
- SIC: 67; 671
- NAICS: 55; 541611
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Firmographic data G Score of 4 Founded in 2002 SIC: 67 SIC: 671 NAICS: 55 NAICS: 541611 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Beacon Pointe Advisors LLC's headquarters are located at 24 Corporate Plz. Dr., Ste. 150 STE 150 Newport Beach, CA 92660.
Beacon Pointe Advisors LLC's official website is beaconpointe.com
Beacon Pointe Advisors LLC's annual revenue is $31.1 M.
Beacon Pointe Advisors LLC's SIC: 67; 671
Beacon Pointe Advisors LLC's NAICS: 55; 541611.
Beacon Pointe Advisors LLC has 265 employees
Beacon Pointe Advisors LLC is in the industry of Investment management.
