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Building 2PACIFIC WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-509-9797
NotebookSEC #801-60652
Total AUM
$1.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12520 HIGH BLUFF DR., SUITE 340
SAN DIEGO
CA 92130
USA
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
858-509-9797

ReceiptFinancials

Total AUM
$1.2M
Accounts
3
Discretionary
$0
Accounts
0
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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