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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2020
- Office Locations
- 2
Office Locations
About Pacific Point Advisors, LLC
Pacific Point Advisors is a San Diego-based RIA serving wealthy clients, family offices, and institutional investors. Founded by Jay Winship and Mike Licosati, the firm emphasizes investment performance, risk management, transparency, and access to proprietary ideas via a performance-based model rather than pure asset allocation. It pairs portfolio management with integrated tax and estate planning and typically custodies at Charles Schwab and Interactive Brokers.
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Owner & Executives
MICHAEL COSIMO LICOSATI
Founder, Managing Partner
- CRD
- #3253972
- Ownership
- 50% but less than 75%
HENRY WARD WINSHIP IV
Chief Compliance Officer, Managing Member
- CRD
- #2828208
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Grace Leslee Hansen
--
- CRD
- #8189477
BRANDON JAMES HEALY
Wealth Advisor
- CRD
- #6436678
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,636,943 | $1,616,751 |
| Non-Discretionary | $0 | -- |
| Total | $389,636,943 | $1,616,751 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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