Pacific Point Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 310731
- SEC number
- 801-126183
- Firm type
- RIA
- Assets under management
- $389.6M as of Mar 25, 2026
- Website
- www.linkedin.com/company/pacific-point-llc ↗
- Phone
- 858-356-6600
- Address
- 12626 High Bluff Drive, San Diego, CA, 92130
Advisors at this firm
6 in our index · page 1 of 1
-
Brandon James HealyCRD 6436678 · San Diego, CAIA RegisteredRegistration inactive
-
Grace Leslee HansenCRD 8189477 · San Diego, CAIA Registered
-
Michael Cosimo LicosatiCRD 3253972 · Rancho Santa Fe, CAIA Registered
-
Jagdish (Jay) N. SitlaniCRD 4779731 · San Diego, CAIA Registered
-
Kyle Andrew SpiewakCRD 7073487 · San Diego, CAIA Registered
-
Henry Ward WinshipCRD 2828208 · San Diego, CAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 310731 ↗
FINRA BrokerCheck record for firm CRD 310731 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.