Daniel
Mcgilvray
Beacon Pointe Advisors, LLC
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About this Advisor
Daniel Mcgilvray is a chartered financial analyst based out of Denver, Colorado, who has 2 years of industry experience. Mcgilvray currently works for Beacon Pointe Advisors, LLC. Mcgilvray has gained experience at Northstar Investment Advisors and Beacon Pointe Advisors, LLC. Mcgilvray is able to advise clients in Colorado. 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 financial advisors. It oversees $23 billion in assets among its 42,223 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 42,223 customer accounts, 36% are held by high-net-worth clients who have at least $1 million in assets available to invest. Beacon Pointe Advisors, LLC provides a number of services, including 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. Financial management fees typically are based on which service is offered. However, fees charged by Beacon Pointe Advisors, LLC likely are comprised 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
Daniel Mcgilvray Work History
Daniel has been registered as a financial advisor for 2 years.*
Beacon Pointe Advisors, LLC
Northstar Investment Advisors
*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 Daniel Mcgilvray 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
Newport Beach, CA
Draper, UT
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Los Angeles, CA
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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