$9.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Pershing · Transamerica · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2017
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Point Loma Advisors
Point Loma Advisors is a San Diego-based, fee-only RIA with CFP professionals providing financial planning and investment management for retail clients. Portfolios are built primarily with ETFs and public funds, with a focus on optimizing investment choices and limiting risk. Custody/platform relationships include Schwab and Pershing.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
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Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Bradley Kent Nelson
Chief Compliance Officer, President
- CRD
- #6764900
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,914,771 | -- |
| Total | $9,914,771 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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