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Pacific Point Advisors, LLC (Renton)


Pacific Point Advisors, LLC is an adviser based in Renton. It manages $37.26 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Washington.

Pacific Point Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Point Advisors: assets under management

The assets under management (AUM) of Pacific Point Advisors, LLC is $37.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacific Point Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Renton

The principal office where Pacific Point Advisors, LLC performs its advisory services is located at 15 South Grady Way, Renton, WA 98057, 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 (425) 336-6400. The normal business hours are 9:00am - 4:00pm on Monday - Friday.


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