Cole
Winship
Pacific Point Advisors, LLC
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About this Advisor
Cole Winship is a financial advisor operating out of Rancho Santa Fe, California with 1 year of relevant experience. Winship is currently employed by Pacific Point Advisors, LLC. Throughout their career, they have worked at University Of San Diego, Ra Capital Advisors, Sba Complete, Halo Business Intelligence, Landay Roberts Llp, Cathedral Catholic High School, Pacific Point Capital, Inc, Thrivent Financial and Pacific Point Wealth Management, LLC. Winship maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Pacific Point Advisors, LLC is an advisory firm operating out of Rancho Santa Fe, CA. The company has a total of eight financial advisors. It controls $149 million in total assets among its 126 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 126 customer accounts, 62% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and market timing services. Fees charged by financial advisors largely depend on the type of services. Fee types charged by Pacific Point Advisors, LLC most likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Point Advisors, LLC Brokerage Details
$148,461,085
8
126
$1,178,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
Cole Winship Work History
Cole has been registered as a financial advisor for 1 years.*
Pacific Point Wealth Management, LLC
Thrivent Financial
Ra Capital Advisors
Sba Complete
Halo Business Intelligence
University Of San Diego
Landay Roberts Llp
Pacific Point Capital, Inc
Cathedral Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cole Winship to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Point Advisors, LLC
Rancho Santa Fe, CA
Phoenix, AZ
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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