Ashley Peters Mcguinness

Employer firm

Pointone Family Office CRD 338563

$327M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 07/2017 → 02/2020
  Bank Of America, N.A.
  Los Angeles, CA
• 02/2020 → 01/2026
  William Blair
  Los Angeles, CA
• 01/2026 → Present
  Pointone Family Office
  Manhattan Beach, CA
• 02/2026 → Present
  Pointone Markets, Llc
  Manhattan Beach, CA

Previous Registrations

• 2020-02-21 → 2026-02-11
  William Blair
  Chicago, IL
  Los Angeles, CA
  Chicago, IL
  Manhattan Beach, CA
• 2014-03-27 → 2020-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Atlanta, GA
  Beverly Hills, CA

Other Businesses

PointOne Markets, LLC - Investment related, Managing Director, sourcing and selling private investment opportunities to qualified investors, approximately 120 hours per month PointOne Family Office - investment related, investment adviser representative, Multi-family office and independent RIA serving ultra-high-net-worth clients with investment advisory and ancillary services, approximately 100 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2014-03-26
• S63 Uniform Securities Agent State Law Examination
  2005-01-25

Other Names

• Ashley E Peters
• Ashley Peters
• Ashley Mcguinness