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Building 2PACIFIC WEALTH ADVISORY SERVICES LLC

Map pinDANVILLE, CA
Phone925-838-7566
NotebookSEC #801-130327
Total AUM
$96.3M
Employees
2
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 OAK COURT SUITE 230
DANVILLE
CA 94526
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-838-7566

ReceiptFinancials

Total AUM
$96.3M
Accounts
532
Discretionary
$96.3M
Accounts
532
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$49M
HNW Individual Clients
25
AUM
$47.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Pending Civil Proceeding
State Registrations
AZCAIDTX

HandshakeAffiliates

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

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