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PACIFIC POINT ADVISORS, LLC
PACIFIC POINT ADVISORS, LLC
RANCHO SANTA FE, California
·
1 registered advisor
·
CRD# 310731
SEC# 801-126183
1
858-356-6600
01
Firm Overview
AUM
$212M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other advisory services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PACIFIC POINT ADVISORS, LLC
1 registered advisor
Henry Ward Winship
RANCHO SANTA FE, California
CRD# 2828208
05
Office Locations
RANCHO SANTA FE, California
1 advisor
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Data sourced from SEC Form ADV filings. PACIFIC POINT ADVISORS, LLC (CRD# 310731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.