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).

Current Firm Details
16236 San Dieguito Road, Suite 4-21, #9491, Rancho Santa Fe, CA 92091
https://pacificpointwm.com/
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,583,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Pacific Point Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brandon Healy, financial advisor Rancho Santa Fe CA
Brandon J. Healy
CRD#: 6436678
16236 San Dieguito Road, Suite 4-21, #9491, Rancho Santa Fe, CA 92091

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.

2
Michael Licosati, financial advisor Rancho Santa Fe CA
Michael C. Licosati
CRD#: 3253972
16236 San Dieguito Road, Suite 4-21 #9491, Rancho Santa Fe, CA 92067

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.

3
Timothy Nyland, financial advisor Phoenix AZ
Timothy S. Nyland
CRD#: 2504320
Phoenix, AZ

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.

4
Henry Winship, financial advisor Rancho Santa Fe CA
Henry W. Winship
CRD#: 2828208
16236 San Dieguito Road, Suite 4-21, #9491, Rancho Santa Fe, CA 92091

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals