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

Building 2PACIFIC EQUITY, LLC

Map pin
Phone707-315-4535
NotebookSEC #801-126373
Total AUM
$9.2M
Employees
1
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
MONDAY - SATURDAY
Phone
707-315-4535
Other Offices
1

ReceiptFinancials

Total AUM
$9.2M
Accounts
29
Discretionary
$9.2M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
23
AUM
$5.2M
HNW Individual Clients
2
AUM
$4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account