Georgia
Bennicas

Beacon Pointe Advisors, LLC

CRD#1161124
Investment Advisor
in Portola Valley, CA

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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

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

838 Portola Road
Portola Valley, CA 94028

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

CA Average: $7,578,581,321
Total Number of Employees

500

CA Average: 43
Total Number of Accounts

47,098

CA Average: 3,727
Average Account Size

$664,146

CA Average: $2,033,427

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

2014 - Present (10 years)

Bennicas And Associates, Inc

1989 - 2014 (25 years)

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

Bruce Burgess
Waltham, MA
Carrie Maglia
Newport Beach, CA
Quinn Schneider
Charlotte, NC
Paige Goll
Winter Park, FL
James Davenport
Newport Beach, CA
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ

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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.

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