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    Pacific Point Asset Management

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    Description

    • Pacific Point Asset Management is an independent, wealth management practice established to provide personalized and comprehensive financial advice, through a transparent and independent approach. It is through our independence that we are able to consistently and constantly strive to place the needs of our clients first. Our approach and investment platform is designed to enable the growth and prosperity of our clients and allows us to prioritize the needs of our clients.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Pacific Point Asset Management is a member firm of Kestra PWS, an affiliate of Kestra IS. Pacific Point Asset Management and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not provide tax or legal advice. www.finra.org and www.sipc.org.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000
    • location

      Headquarters:23622 Calabasas Rd Ste 300, Calabasas, California, United States

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    • Pacific Point Asset Management phone

      Phone Number: +1 800-757-0754

    • Pacific Point Asset Management website

      Website: https://www.pacificpointam.com/

    • Pacific Point Asset Management employees

      Employees:5

    • Pacific Point Asset Management revenue

      Revenue:$0 - 1M

    • Pacific Point Asset Management legal name

      Legal Name:Pacific Point Asset Management

    • Pacific Point Asset Management's Social Media

      Pacific Point Asset Management linkedin Pacific Point Asset Management facebook Pacific Point Asset Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Principal And Managing Director | Senior Vice President | Certified Retirement Planner for Pacific Point Asset Management

    Rick Montejano

    Principal And Managing Director | Senior Vice President | Certified Retirement Planner

    Person level website visitor identification

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    View Employees

    Rick Montejano

    Principal And Managing Director | Senior Vice President | Certified Retirement Planner

    David Yee

    Principal And Managing Director

    Jeff Mramor

    Principal And Managing Director | Qualified Retirement Plans Specialist

    Morris Symson

    Senior Portfolio Manager

    Christian Amato

    Senior Client Manager

    Frequently Asked Questions regarding Pacific Point Asset Management

    • Where are Pacific Point Asset Management's Headquarters?

      Pacific Point Asset Management's Headquarters are in 23622 Calabasas Rd Ste 300,Calabasas,California,United States

    • What is Pacific Point Asset Management's phone number?

      Pacific Point Asset Management's phone number is +1 800-757-0754

    • What is Pacific Point Asset Management's official website?

      Pacific Point Asset Management's official website is https://www.pacificpointam.com/

    • What is Pacific Point Asset Management's Revenue?

      Pacific Point Asset Management's revenue is $0 - 1M

    • What is Pacific Point Asset Management's NAICS code?

      Pacific Point Asset Management's NAICS code is 523110

    • How many employees are working in Pacific Point Asset Management

      Pacific Point Asset Management has 5 employees

    • What is Pacific Point Asset Management's Industry?

      Pacific Point Asset Management is in the industry of Financial Services

    • Who is Pacific Point Asset Management's Principal And Managing Director | Senior Vice President | Certified Retirement Planner?

      Pacific Point Asset Management's Principal And Managing Director | Senior Vice President | Certified Retirement Planner is Rick Montejano

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