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Building 2PACIFIC CAPITAL ASSOCIATES

Map pinSAN DIEGO, CA
Phone858-560-5244
NotebookSEC #801-112260
Total AUM
$258.8M
Employees
6
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4747 VIEWRIDGE AVE
SUITE 107
SAN DIEGO
CA 92123-1688
United States
Operating Hours
8AM TO 4PM
REMOTE WORK MON/WED/THURS ; IN-OFFICE TUES/FRID
Phone
858-560-5244

ReceiptFinancials

Total AUM
$258.8M
Accounts
1,082
Discretionary
$258.8M
Accounts
1,082
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$107.2M
HNW Individual Clients
411
AUM
$147.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNHNVNYORTXWA

HandshakeAffiliates

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

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