1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PACIFIC EDGE ADVISORS, LLC

Map pinCORONA DEL MAR, CA
Phone(949) 718-4527
NotebookSEC #801-107861
Total AUM
$520.9M
Employees
3
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 E. COAST HWY, SUITE 215
CORONA DEL MAR
CA 92625
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(949) 718-4527

ReceiptFinancials

Total AUM
$520.9M
Accounts
229
Discretionary
$509.3M
Accounts
216
Non-Discretionary
$11.6M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
1
AUM
$894.3K
HNW Individual Clients
25
AUM
$402.1M
Pension/Profit Sharing Plan Clients
1
AUM
$455.7K
Insurance Company Clients
1
AUM
$117.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOHINVNYPRTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account