Beacon Pointe Partners with Rosenthal

INVESTMENT MANAGEMENT DEALS BLOG

December 10, 2021

On November 2, 2021, Beacon Pointe Advisors, LLC announced its partnership with Rosenthal Retirement Planning.

Under the terms of the transaction, Beacon Pointe Advisors, LLC (“Beacon Pointe”) will partner with Rosenthal Retirement Planning (“Rosenthal”). Rosenthal’s President, Burk Rosenthal, and Financial Planner, Alisha Rosenthal, will become Partners and Managing Directors at Beacon Pointe. Three advisors and four support staff from Rosenthal will also join Beacon Pointe. The transaction closed on October 1, 2021. Further terms of the deal were not disclosed.

Beacon Pointe, based in Newport Beach, California, is a registered investment adviser that helps clients determine investment goals, establish asset allocation guidelines, evaluate fund performance, screen investment managers for selection, and develop strategic financial plans. Beacon Pointe has approximately $20 billion in assets under management.

Rosenthal, based in Fort Worth, Texas, provides retirement planning, financial advice, and financial services to clients who are retired or approaching retirement. Rosenthal has approximately $350 million in assets under management.

To read the press release: please click here.