PACIFIC POINTE ADVISORS LLC

SANTA BARBARA, California·2 registered advisors·CRD# 149892
SEC# 801-74647(805) 845-2400
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PACIFIC POINTE ADVISORS LLC

2 registered advisors
Andrew Harry Winchester
SANTA BARBARA, California
Timothy Stuart Morton-Smith
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
2 advisors

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Data sourced from SEC Form ADV filings. PACIFIC POINTE ADVISORS LLC (CRD# 149892) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.