Austin
Rouk
Beacon Pointe Advisors, LLC
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About this Advisor
Austin Rouk is a certified financial planner based in Newport Beach, California with a total of 4 years of relevant experience. Rouk is currently employed by Beacon Pointe Advisors, LLC. Over the course of their career, they have held roles at Beacon Pointe Advisors, LLC, Northwestern Mutual, Dove Canyon Country Club, Strawberry Farms Golf Club, Concordia University, Oklahoma State University and Beacon Pointe Insurance Services, LLC. Rouk is able to operate in California. Beacon Pointe Advisors, LLC is a company based out of Newport Beach, CA. The company has offices in 26 locations and a total of 420 employees. It controls $23 billion in assets under management between its 42,223 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 42,223 client accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Beacon Pointe Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Austin Rouk Work History
Austin has been registered as a financial advisor for 4 years.*
Beacon Pointe Insurance Services, LLC
Beacon Pointe Advisors, LLC
Northwestern Mutual
Dove Canyon Country Club
Strawberry Farms Golf Club
Oklahoma State University
Concordia University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Rouk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
