Georgia
Bennicas
Beacon Pointe Advisors, LLC
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About this Advisor
Georgia Bennicas is a financial advisor based in Portola Valley, California, working with Beacon Pointe Advisors, LLC. Georgia has previously held positions at Bennicas And Associates, Inc and Bennicas And Associates. Georgia is registered to provide services in California. Currently, Georgia is part of Beacon Pointe Advisors, LLC, which operates out of Portola Valley, California. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
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
Georgia Bennicas Work History
Bennicas And Associates, Inc
Bennicas And Associates
Disclosures
Please visit the SEC profile of Georgia Bennicas 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
Dallas, TX
Los Angeles, CA
Charlotte, NC
Newport Beach, CA
Winter Park, FL
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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