Austin
Seifert
Beacon Pointe Advisors, LLC
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About this Advisor
Austin Seifert is a certified financial planner who works in Newport Beach, California with 1 year of relevant experience. Seifert works at Beacon Pointe Advisors, LLC. Over the course of their career, they have held roles at Transform Wealth, LLC, Student and Beacon Pointe Advisors, LLC. Seifert holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Arizona. Beacon Pointe Advisors, LLC is an advisory firm headquartered in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 financial advisors. It has $23 billion in total assets among its 42,223 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 42,223 customer accounts, 36% are held by high-net-worth investors who have more than $1 million in assets available to invest. Beacon Pointe Advisors, LLC performs a number 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 typically vary depending on the financial services offered. Fee types charged by Beacon Pointe Advisors, LLC can consist of any blend 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 Seifert Work History
Austin has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Transform Wealth, LLC
Student
*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 Seifert 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
Denver, CO
Newport Beach, CA
Campbell, CA
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Newport Beach, CA
Draper, UT
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.
