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Building 2PACIFIC CAPITAL ADVISORY SERVICES

Map pinSEATTLE, WA
Phone206-340-2706
NotebookSEC #801-56407
Total AUM
$15.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 FIFTH AVE
STE 5959
SEATTLE
WA 98104
USA
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
206-340-2706

ReceiptFinancials

Total AUM
$15.6M
Accounts
79
Discretionary
$14M
Accounts
64
Non-Discretionary
$1.6M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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