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Beacon Point Advisors, LLC Form CRS October 12, 2021Beacon Point Advisors, LLC (we, our, or us) is registered with the Securities and Exchange Commission as an investment advisor. Brokerage and investment
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Beacon Pointe Advisors is a wealth management firm that offers comprehensive financial planning and investment management services.
Any financial institution or individual that provides investment advisory services is required to file Beacon Pointe Advisors.
Beacon Pointe Advisors can be filled out online through the designated reporting portal provided by the regulatory agency.
The purpose of Beacon Pointe Advisors is to provide transparency and accountability in the financial advisory industry.
Information such as the financial statements, client assets under management, investment strategies, and any conflicts of interest must be reported on Beacon Pointe Advisors.
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