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Building 2PACIFIC FINANCIAL ADVISORS, INC.

Map pinLAGUNA NIGUEL, CA
Phone949-489-0900
NotebookSEC #801-65021
Total AUM
$85M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32451 GOLDEN LANTERN
SUITE 307
LAGUNA NIGUEL
CA 92677
United States
Operating Hours
7AM TO 3PM
Monday - Friday
Phone
949-489-0900

ReceiptFinancials

Total AUM
$85M
Accounts
60
Discretionary
$85M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeFelony Conviction
State Registrations
CA

HandshakeAffiliates

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

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