Pacific Point Advisors, LLC

RIASEC RegisteredEst. 2022

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, Performance Based Fees
Client types: HNWI76.93%
Other Investment Advisers14.44%
Pooled Investment Vehicles7.99%
Individuals0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Pacific Point Advisors, LLC is an SEC-registered limited liability company that began formal registration in 2022 and is owned by an individual principal. The firm acts as a capital allocator for both individual & family clients and institutional investors. Its advisory services span financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, selection of other advisers, and market timing services. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. The firm identifies as an active ESG investor, indicating that environmental, social or governance considerations are an element of its investment approach.