David Beach is a registered investment advisor at Loomis, Sayles & Company, L.P., based in San Francisco, CA, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22,232 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loomis Sayles primarily serves institutional clients and investment funds, not individual investors. They offer investment management through separate accounts, wrap fee programs, and model portfolios. Fees are negotiated and based on a percentage of assets under management, subject to minimum annual fees and account sizes. The specific fees vary depending on the investment style and agreement with the client.
Location
Suite 3300, 555 California Street, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
State Street Global Markets, LLCBroker
Bse Bond Connect, LLCBroker
State Street Capital Markets, LLCBroker
Intervest Financial Services, INC.Broker
Rodman & Renshaw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lazard Freres & CO.Broker
State Registrations1 state
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