Pacific Pointe Advisors LLC is a large advisory firm based in Santa Barbara. It manages $172.97 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Pacific Pointe Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Pointe Advisors LLC is $172.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pacific Pointe Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pacific Pointe Advisors LLC performs its advisory services is located at 523 Chapala #1, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (805) 845-2400 or by fax (805) 845-2404. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.