PACIFIC POINT ADVISORS, LLC

CRD 310731 · SEC 801-126183

Visit website

12626 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130, United States

Phone

858-356-6600

Fax

858-356-6605

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$389.6M

Discretionary AUM

$389.6M

Team

9 total employees; 6 advisory reps; 3 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersMarket timing

Client types

Type	Clients	AUM
Individuals	8	$2.5M
High net worth individuals	76	$299.8M
Pooled investment vehicles	2	$31.1M

States served

AZ, CA, ID, TX

All web addresses on file

https://www.linkedin.com/company/pacific-point-llc/
https://www.pacificpoint.net/
https://www.youtube.com/@pacificpoint
https://pacificpointwm.com/

Official SEC filing: View on IAPD