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Grace Leslee Hansen

Pacific Point Advisors, LLC

San Diego, CA

CRD 8189477

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Employer firm

Pacific Point Advisors, LLC CRD 310731

$390M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Market timing

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

Current Employers
Pacific Point Advisors, Llc

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Point Advisors, Llc San Diego CA 01/2025 Present
Commloan, Inc. Scottsdale AZ 08/2023 12/2024
Student Tempe AZ 02/2023 05/2023
Student San Diego CA 06/2020 07/2021
Unemployed N/A XX 11/2015 05/2020
Unemployed N/A XX 08/2021 01/2023
  • 01/2025 → Present
    San Diego, CA
  • 08/2023 → 12/2024
    Commloan, Inc.
    Scottsdale, AZ
  • 02/2023 → 05/2023
    Student
    Tempe, AZ
  • 06/2020 → 07/2021
    Student
    San Diego, CA
  • 11/2015 → 05/2020
    Unemployed
    N/A, XX
  • 08/2021 → 01/2023
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12

View on SEC IAPD

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