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Building 2PACIFIC POINT WEALTH MANAGEMENT

Map pinCARLSBAD, CA
Phone(858)-248-7054
NotebookSEC #801-134417
Total AUM
$6.5M
Employees
5
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6125 PASEO DEL NORTE
CARLSBAD
CA 92011
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
(858)-248-7054

ReceiptFinancials

Total AUM
$6.5M
Accounts
38
Discretionary
$6.5M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$6.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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