Beacon Pointe Holdings DBA

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

212

Total plan assets

$8.8M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "BEACON POINTE HOLDINGS DBA"

View all 8 variants aggregated →

BEACON POINTE ADVISORS86 BEACON POINTE INVESTMENT ADVISORY10 BEACON POINTE ADVISORS CO3 BEACON POINTE3 BEACON POINTE HOLDINGS DBA BEAC2 BEACON POINTE WEALTH ADVISORS1 BEACON POINTE WEALTH ADV1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jserra Catholic High School Jserra Catholic High School 401(k) Savings Plan · all filings	SAN JUAN CAPISTRANO, CA	Advisor / Consultant	212	$8.8M	$33K	$0