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Pacific Point Advisors, LLC

EST. AUM
$389,636,943

CONTACTS
3

CLIENT ACCOUNTS
241

Firm Details

Metro area San Diego
CRD Number 310731
Website pacificpoint.net
Client types

Overview

Pacific Point was founded by Jay Winship and Mike Licosati after identifying limitations in traditional wealth management models during their own family wealth management. Drawing on experience managing substantial investments for institutional investors, family offices, and high-net-worth clients, Pacific Point emphasizes investment performance, risk management, transparency, and access to proprietary investment opportunities. Their client-centric, performance-based approach sets them apart from advisors primarily focused on asset allocation.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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