Chief Investment Officer · Beacon Pointe Advisors, LLC
Michael G. Dow
CRD 2272245 · Named on Form ADV at one SEC-registered adviser
At a glance
Beacon Pointe Advisors, LLC, an SEC-registered wealth manager based in Newport Beach, CA with $54.9 billion in regulatory assets, lists Michael G. Dow on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Beacon Pointe Advisors, LLCChief Investment OfficerWealth manager · Newport Beach, CA · $55B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Shannon F. EuseyChairman, Beacon Pointe Advisors, LLC
- Matthew B. CooperChief Executive Officer, Beacon Pointe Advisors, LLC
- Commie StevensChief Practice Officer, Beacon Pointe Advisors, LLC
- Karisa J. DiephouseChief Operating Officer, Beacon Pointe Advisors, LLC
- Janet J. HathawayGeneral Counsel, Beacon Pointe Advisors, LLC
2 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.