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Financial Advisor
California
Rancho Santa Fe
PACIFIC POINT ADVISORS, LLC

PACIFIC POINT ADVISORS, LLC

Tel: 858-356-6600 16236 San Dieguito Road Suite 4-21, #9491 Rancho Santa Fe, California 92091

About 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
Firm CRD#:

310731

Firm SEC#:

801-126183

Assets Under Management:

$212,193,287

No. of Clients:

134

No. of Advisors:

8

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

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