POINT LOMA ADVISORS

POINT LOMA ADVISORS is an SEC-registered investment adviser (CRD 287918). Regulatory assets under management: $9.9M.

Registration

• CRD: 287918
• Type: Registered investment adviser
• Phone: 619-798-6400
• Latest filing: 2026-02-25
• Regulatory AUM: $9.9M
• Non-discretionary AUM: $9.9M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search