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Beacon Pointe Advisors:An Independent Investment Advisory Firm
Tiburon ResearchSeptember 1, 2012
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 2
• Founded in 2002• Based in Newport Beach, CA• CEO: Garth Flint• 286 accounts• $4.0 billion assets under management• Web site: www.bpadvisor.com
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Beacon Pointe Advisors
Source: 9/1/12 Beacon Pointe Advisors Web Site; 3/3/11 RIA Biz; 3/3/11 Practice Management Letter; 6/08 Registered Rep; Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 3
Early Phase
Approximate Dates: XXXX - XXXX
• XXXX: --
2011 - 2012
Key Steps:
Beacon Pointe Advisors was Founded in 2002 and Has Subsequently Evolved through Three Phases, Including its Early, Middle, & Acquisitions Phases
Middle Phase
Beacon Pointe Advisors History
Beacon Pointe
Advisors Founded
2002 2012
Beacon Pointe
Advisors Today
Acquisitions Phase
XXXX - 2010
• 2002: Beacon Pointe Advisors founded
• XXXX: -- • 2011: Acquired Copperwynd Financial
Source: 9/1/12 Beacon Pointe Advisors Web Site; 3/3/11 RIA Biz; 3/3/11 Practice Management Letter; Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 4
• Founded in 2002• Based in Newport Beach, CA• CEO: Garth Flint
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Beacon Pointe Advisors was Founded in 2002
Source: 9/1/12 Beacon Pointe Advisors Web Site; 6/08 Registered Rep; Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 5
Copperwynd Financial
-- -- --
Beacon Pointe AdvisorsAcquisitions
• Based in Scottsdale, AZ
• $125 million assets under management
• CEO: Bruce Meyer• Acquired in 2001
– Rebranded Beacon Pointe Wealth Advisors - Arizona
Beacon Pointe Advisors Has Acquired at Least One Firm, Including Copperwynd Financial in 2011
• -- • -- • --
Source: 3/3/11 RIA Biz; 3/3/11 Practice Management Letter; Tiburon Research & Analysis
Meyer used Cambridge
Investment Research as Independent Broker/Dealer
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 66
286
2007 2012
Beacon Pointe Advisors Accounts
Beacon Pointe Advisors Has 286 Accounts
Source: 6/08 Registered Rep; Tiburon Research & Analysis
Needs update
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 77
$4.1 $4.2$4.0
2006 2007 2011
Beacon Pointe AdvisorsAssets Under Management
($ Billions)
Beacon Pointe Advisors Has $4.0 Billion Assets Under Management, Relatively Steady Since 2006
Source: 3/3/11 RIA Biz; 3/3/11 Practice Management Letter; 6/08 Registered Rep; Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 8
Beacon Pointe Advisors Businesses
Beacon Pointe Advisors Has Two Core Businesses, Including Institutional Consulting & Private Client
Source: 3/3/11 RIA Biz Email (Southall); Tiburon Research & Analysis
Beacon Pointe Advisors Businesses
Institutional Consulting
Private Client
Beacon Financial
Advisors = private client?
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 9
• --
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Beacon Pointe Advisors’ First Business is Institutional Consulting
Source: Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 10
• --
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Beacon Pointe Advisors’ Second Business is Private Client
Source: Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 11
• --
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Beacon Pointe Advisors Custodies at TD Ameritrade
Source: Tiburon Research & Analysis
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 12
Beacon Pointe AdvisorsWeb Site
Beacon Pointe Advisors Has a Web Site with Seven Sections, Including Client Services, Methodology, About Us, News & Events, BP Wealth Advisors, Contact, & Client Login
Source: 5/23/12 Beacon Pointe Advisors Web Site; 9/23/08 Beacon Pointe Advisors Web Site; Tiburon Research & Analysis
Beacon Pointe AdvisorsWeb Site
Client Services Methodology About Us News & EventsBP Wealth Advisors
Contact Client Login
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 13
Garth FlintCEO
-- -- ---- --
Beacon Pointe Advisors Organizational Chart
Beacon Pointe Advisors is Led by its CEO Garth Flint
Source: 3/3/11 RIA Biz; 9/23/08 Beacon Pointe Advisors Web Site; Tiburon Research & Analysis
Matthew Cooper?
12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 14
Beacon Pointe Advisors is Privately Owned
Source: Tiburon Research & Analysis
• --
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12.09.01 – Beacon Pointe Advisors © Tiburon Strategic Advisors, LLC™ 1515
Source: Tiburon Research & Analysis
Tiburon Strategic Advisors
• Focus on corporate-level strategy- Serve senior executives only at financial
services companies- Key services: market seminars, market
research, & strategy consulting - Served over 350 corporate clients and
completed over 1,500 projects since 1998- Host semi-annual CEO Summits, offer free
weekly research releases, and offer free business benchmarking tools for all types of advisors
• Chip Roame background- McKinsey & Company- Charles Schwab & Company- Tiburon since 1998
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