PACIFIC POINTE ADVISORS LLC
CRD #149892 SEC #801-74647 SANTA BARBARA, CA (805) 845-2400
SEC Registered
Total AUM
$150.1M
Discretionary
$25.3M
Employees
3
Clients
--
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2013 | $173M | $173M | $0 | 3 | 26 |
| Mar 2013 | $150.1M | $25.3M | $124.8M | 3 | 26 |
| Jan 2013 | $150.1M | $25.3M | $124.8M | 3 | 26 |
| Jun 2012 | $120M | $20M | $100M | 1 | 1 |
| Apr 2012 | $120M | $20M | $100M | 1 | 1 |
| Mar 2012 | $120M | $20M | $100M | 1 | 1 |
| Jun 2010 | $13.5M | $0 | $13.5M | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2013
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$150.1M
Discretionary$25.3M
Non-Disc.$124.8M
Employees3
Clients26
DateJan 2013
Total AUM$150.1M
Discretionary$25.3M
Non-Disc.$124.8M
Employees3
Clients26
DateJun 2012
Total AUM$120M
Discretionary$20M
Non-Disc.$100M
Employees1
Clients1
DateApr 2012
Total AUM$120M
Discretionary$20M
Non-Disc.$100M
Employees1
Clients1
DateMar 2012
Total AUM$120M
Discretionary$20M
Non-Disc.$100M
Employees1
Clients1
DateJun 2010
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--