Beacon Pointe Company Profile, Contacts & Intelligence

Financial ServicesUnited States616 employeesFounded 2002
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
616
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
9
Mapped contact coverage

Beacon Pointe Overview

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.

Headquarters
United States
Website
beaconpointe.com
Industry
Financial Services
Founded
2002
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management and Consulting Performance Measurement and Asset Allocation Investment Policy Review and Design Investment Manager/Fund Structure Investment Manager Search Institutional Consulting Retirement Plan Services Employee Sponsored Retirement Plan Financial Planning Retirement Planning Estate Planning Strategic Tax Planning

Beacon Pointe Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.
9 departments represented
Visible contacts with email or phone data are mapped to these departments.
21 company-domain emails
Visible contacts using Beacon Pointe's company email domain.
Operations
8
Executive
7
General
6
Sales
6
Finance
6
Legal
3

Beacon Pointe People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
Hal Smith, Cdfa®, Nssa®, Ltcp
Senior Wealth Advisor at Beacon Pointe Advisors
G
Garth Flint
Partner, Founder at Beacon Pointe Advisors
EP
B
Brian Coughlan, Mba, Msim
Partner, Managing Director at Beacon Pointe Advisors
EP
K
Karina Melancon
Seasoned IT Professional with 20+ Years in Product Ownership, Product Management, Release Management, and Business/system Analysis. Proven Leader
E

Beacon Pointe Workforce Composition

Seniority breakdown across 65 visible profiles.

Manager
19
Individual contributor
15
Director
12
Associate / junior
10
Senior / Lead
6
Executive
3

Beacon Pointe Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
2
Engineering
2
Cloud / infrastructure
1
Product / design
1
Security
1

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