Point Loma Advisors Email Formats
Investment Management • 
San Diego, California, United States • 1-10 Employees
Key Contact at Point Loma Advisors
Bradley Nelson
President
Company overview
| Headquarters | 4172 Hill St, San Diego, California 92107, US |
| Website | |
| NAICS | 5231 |
| Founded | 2016 |
| Employees | 1-10 |
About Point Loma Advisors
Who does your Financial Advisor work for? Point Loma Advisors is an independent Fiduciary Investment Advisor that works directly for its clients providing unbiased advice. Lyon Park Advisors LLC provides its clients with a comprehensive financial program that optimizes clients' earning power, assets, and risk tolerance using the most efficient investments including Vanguard, Dimensional Fund Advisors (DFA), and other offerings. Lyon Park emphasizes high quality, rigorous research and low costs for financial planning, investment strategy, and specific investments. Lyon Park is not a broker or dealer and receives no fees, commissions or other compensation for recommending particular investments and insurance. Lyon Park clients pay directly for planning, consultation and advice that is strictly in their interests. On May 13, 2022, Lyon Park Advisors, LLC adopted the Doing Business As (DBA) name Point Loma Advisors. The name change reflects the relocation of the company to the Point Loma, San Diego, CA neighborhood from its original Lyon Park, Arlington, VA neighborhood.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Point Loma Advisors has never raised funding before.
United Kingdom
Frequently asked questions
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