Pacific Point Advisors, LLC

RIASEC Registered

Total AUM

$390M

Discretionary

$390M

100% of AUM

Avg account

$1.6M

Accounts

241

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 310731
Registered since: July 22, 2022
Website: www.axxcesswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.93%
Other Investment Advisers14.44%
Pooled Investment Vehicles7.99%
Individuals0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services

Firm profile

FINTRX

Overview

Pacific Point Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2022) and is owned by an individual. Its client mix includes both individual and family clients as well as institutional relationships. Service offerings emphasize financial planning and portfolio management for individuals, small businesses and larger institutional accounts, and the firm also states it provides market timing services. Fee arrangements are a mix of percentage-of-assets, hourly charges and fixed fees. Pacific Point identifies as an active ESG investor and lists several industry affiliations that include acting as a sponsor or GP of pooled investment vehicles and relationships with accountants and real estate brokers.