Ashley Peters Mcguinness
Investment adviser representative at Pointone Family Office
12 yearsExperience
1 stateRegistered in
$327.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Pointone Markets, LLCFeb 2026 to now
- Pointone Family OfficeJan 2026 to now
- William BlairFeb 2020 to Jan 2026
- Bank of America, N.A.Jul 2017 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pointone Family Office
Legal name: Pointone Family Office, LLC
$327.1MAssets managed
25Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4857904
- Firm CRD
- 338563