Cory
Bruntz
Beacon Pointe Advisors, LLC
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About this Advisor
Cory Bruntz is a certified financial planner based in Fort Worth, Texas with 2 years of relevant experience. Bruntz is an employee of Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Rosenthal Retirement Planning, The Chop House, University Of Tennessee, National Planning Corporation, Lpl Financial, LLC, Rosenthal Advisory Services, Lp, Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments. Bruntz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Beacon Pointe Advisors, LLC is a registered investment firm that has its headquarters in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 financial advisors. It controls $23 billion in assets between its 42,223 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 42,223 customer accounts, 36% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Beacon Pointe Advisors, LLC offers 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. Financial advisory fee schedules vary depending on the services offered. Fee types charged by Beacon Pointe Advisors, LLC likely are comprised of any 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
Cory Bruntz Work History
Cory has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Beacon Pointe Advisors, LLC
Rosenthal Advisory Services, Lp
National Planning Corporation
Lpl Financial, LLC
Rosenthal Retirement Planning
The Chop House
University Of Tennessee
*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 Cory Bruntz 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
Draper, UT
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, 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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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.
