Pacific Point Advisors, LLC
Pacific Point Advisors, LLC (CRD# 310731) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $212,193,287 in 134 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management212MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$1,583,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, TX
Brandon Healy (CRD# 6436678) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Rancho Santa Fe, CA and has over 8 years of experience in the finance industry.
Michael Licosati (CRD# 3253972) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
Timothy Nyland (CRD# 2504320) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.
Henry Winship (CRD# 2828208) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Rancho Santa Fe, CA and has over 26 years of experience in the finance industry.