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PACIFIC POINT ADVISORS, LLC
Tel: 858-356-6600
16236 San Dieguito Road Suite 4-21, #9491
Rancho Santa Fe, California 92091
PACIFIC POINT ADVISORS, LLC
PACIFIC POINT ADVISORS, LLC is a Rancho Santa Fe, California based financial advisory firm with nearly $212,193,287 in assets under management and provides investment advisory services for 134 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Market timing services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
310731
SEC#:
801-126183
No. of Clients:
134
Assets under Management
$212,193,287
No. of Advisors:
8
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