Investment adviser · CRD 285330

PACIFIC POINT ADVISORS

Investment adviser filing (IA)

PACIFIC POINT ADVISORS, LLC

RENTON, WA, United States · Form ADV filed Sep 15, 2016

Regulatory AUM
$125M
Form ADV · Item 5.F
Client accounts
600
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 15, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

15 SOUTH GRADY WAY, SUITE 115
RENTON, WA, 98057, United States

CRD 285330

Filing source

Form ADV 1040269 · Sep 15, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.