Beacon Pointe Advisors completes acquisition of Bridge Advisory and Charleston Investment Advisors, Further Expanding Presence in Southern California and South Carolina
Acquiring Company
Beacon Pointe Advisors
Acquired Company
Bridge Advisory, LLC
Newport BeachPasadenaMount PleasantFinanceFinanceInvestment ManagementDescription
Beacon Pointe Advisors has successfully acquired Bridge Advisory with offices in Pasadena, CA, and Newport Beach, CA, and Charleston Investment Advisors in Mt. Pleasant, SC. These acquisitions significantly enhance Beacon Pointe's total assets under advisement to nearly $37B, reinforcing its commitment to providing comprehensive wealth management services and expanding its presence in Southern California and South Carolina.
Quick answer
Beacon Pointe Advisors is acquiring Bridge Advisory, LLC and Charleston Investment Advisors, LLC, announced October 1, 2024. Beacon Pointe Advisors is based in Newport Beach, California, United States.
- How much did Beacon Pointe Advisors pay for Bridge Advisory, LLC?
- The deal value was not disclosed.
- What does Beacon Pointe Advisors do?
- Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally.
- Where are Beacon Pointe Advisors and Bridge Advisory, LLC based?
- Beacon Pointe Advisors is based in Newport Beach, California, United States. Bridge Advisory, LLC is based in Pasadena, California, United States.
- Who are the decision-makers at Beacon Pointe Advisors?
- Fundz holds 1 contact at Beacon Pointe Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Bridge Advisory, LLC?
Bridge Advisory, LLC was acquired by Beacon Pointe Advisors, based in Newport Beach. The deal was reported on October 1, 2024. Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Beacon Pointe Advisors is privately held and operates in Finance.
When did Beacon Pointe Advisors acquire Bridge Advisory, LLC?
Beacon Pointe Advisors's acquisition of Bridge Advisory, LLC was reported on October 1, 2024. Beacon Pointe Advisors has successfully acquired Bridge Advisory with offices in Pasadena, CA, and Newport Beach, CA, and Charleston Investment Advisors in Mt. Pleasant, SC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Bridge Advisory, LLC do?
Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. It is privately held, operating in Finance, and is based in Pasadena.
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