Republic Bank has taken control of the Beacon Pointe waterfront condominium complex on Duluth's waterfront after developers were unable to meet their mortgage payments. A notice of foreclosure was ...
Beacon Pointe Advisors has expanded in Texas, Tennessee and California with the acquisitions of two firms with $695 million in assets under management. MGB Wealth Management in Addison, Texas, has ...
California-based RIA integrator Beacon Pointe Advisors completed its largest 2023 acquisition to date on April 15, adding more than $1 billion in assets and offices in New York City and Long Island.
Beacon Pointe Advisors is the biggest women-led RIA in the US. The company is headquartered in Newport Beach and serves individuals, families, and institutional clients. As of February 2026, it ...
From left to right, Beacon Pointe Advisors Chief Practice Officer Commie Stevens, CEO Shannon Eusey and President Matt Cooper's Newport Beach, California-based firm will be recapitalized under a ...
NEWPORT BEACH, Calif. and NEW YORK, Nov. 15, 2021 /PRNewswire/ -- Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC ("Beacon Pointe" or the "Company") and KKR, a leading global ...
Beacon Pointe, a Southern California-based registered investment advisor, has acquired Landmark Wealth Management Group, a Lake Elmo, Minn.-based RIA with about $1 billion in client assets. This marks ...
Beacon Pointe Advisors has taken another step in its continuing inorganic growth strategy by welcoming a powerhouse team in the Midwest. The RIA announced on Wednesday that it has acquired Landmark ...
KKR has agreed to invest in Beacon Pointe, a Newport Beach, California-based registered investment advisor. No financial terms were disclosed. As a result of this transaction, Abry Partners will exit ...
Beacon Pointe Advisors, a national registered investment advisor (RIA) with headquarters in southern California, has expanded its footprint to Ohio with a strategic acquisition of Jentner Wealth ...
NEWPORT BEACH, Calif., Feb. 25, 2025 /PRNewswire/ — Allison Kvikstad, CFP ®, CDFA ®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior Private Wealth Advisor at ...
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