Beacon Pointe Wealth Advisors, LLC info
Beacon Pointe Wealth Advisors, LLC (SEC CIK 1748071) first filed with the SEC on 2019-02-01 (Form 13F-HR) and has filed 6 times since, including 5 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660.
- Name: Value Beacon Pointe Wealth Advisors, LLC.
- SEC CIK: Value 1748071.
- State of organization: Value CA.
- Business address: Value 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Beacon Pointe Wealth Advisors, LLC |
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| SEC CIK | 1748071 |
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| State of organization | CA |
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| Business address | 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660 |
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| Mailing address | 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660 |
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| Phone | 949-718-1623 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2019-02-01 (Form 13F-HR) |
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| Latest SEC filing | 2020-05-15 (Form 13F-NT) |
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| Filings on EDGAR | 6 |
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| First Form 13F-HR | 2019-02-01 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2020-02-14 (quarter ended 2019-12-31) |
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| Form 13F-HR filings | 5 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2020 | 2 | 1 |
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| 2019 | 4 | 4 |
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