Point Loma Advisors
RIASEC Registered
Total AUM
$9.9M
Discretionary
$0
0% of AUM
Avg account
$342K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 287918
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC, TRANSAMERICA LIFE INSURANCE COMPANY, THE VANGUARD GROUP, INC., UNITED STATES TREASURY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.53%
- Individuals30.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Point Loma Advisors is organized as a limited liability company controlled by an individual owner. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its advisory billing mixes a percentage-of-assets model with hourly and fixed-fee arrangements, plus other fee types. Point Loma does not market itself as an ESG investor, is not identified as a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- Other3%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bradley Nelson
FounderCRD 6764900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Empiric Institutional
RIAAustin, TX
AUM $9.9MTEAM 4REPS 3
Balanced Life Planning
RIAAUM $9.9MTEAM 1REPS 1
Free Time Financial LLC
RIAAUM $9.9MTEAM 1REPS 1
Artifex Advisory Group, Inc.
RIACary, NC
AUM $9.9MTEAM 1REPS 1
Rising Sun Investment Advisers
RIAAUM $9.9MTEAM 1REPS 1
Crimson Wealth
RIAAUM $9.9MTEAM 2REPS 1