PACIFIC POINT ADVISORS, LLC

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

About PACIFIC POINT ADVISORS, LLC

PACIFIC POINT ADVISORS, LLC, formally registered with the SEC as PACIFIC POINT ADVISORS, LLC. The firm was established in 07/22/2022. They have over 2 offices throughout the country.

PACIFIC POINT ADVISORS, LLC is a Rancho Santa Fe, California based Financial Planning firm with nearly $212,193,287 assets under management, offering retirement planning & investment advisory services to 134 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310731
SEC#	801-126183
Assets Managed by Firm	$212,193,287
No. of Clients	134
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	134	$212,193,287
Individuals (other than high net worth individuals)	9	$5,498,212
High net worth individuals	33	$112,669,923
Charitable organizations	Fewer than 5 clients	$946,333
Corporations or other businesses	Fewer than 5 clients	$31,232,122

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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