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Henry Ward Winship

PACIFIC POINT ADVISORS, LLC·RANCHO SANTA FE, California
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16236 SAN DIEGUITO ROAD, RANCHO SANTA FE, CA 92091CRD# 2828208Firm CRD# 310731
01

About

Henry Ward Winship is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with PACIFIC POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PACIFIC POINT ADVISORS, LLC
PACIFIC POINT ADVISORS, LLC
AUM
$212M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PACIFIC POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2828208
Firm CRD# 310731
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Henry Ward Winship offer?
Henry Ward Winship specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Henry Ward Winship's credentials?
Henry Ward Winship is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Ward Winship located?
Henry Ward Winship is based in RANCHO SANTA FE, California, working with PACIFIC POINT ADVISORS, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Henry Ward Winship charge for services?
Henry Ward Winship's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC POINT ADVISORS, LLC?
PACIFIC POINT ADVISORS, LLC has approximately 8 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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