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Building 2PACIFICA WEALTH ADVISORS, INC.

Map pinMISSION VIEJO, CA
Phone949-305-0500
NotebookSEC #801-65891
Total AUM
$61.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26041 ACERO, SUITE 500
MISSION VIEJO
CA 92691
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
949-305-0500

ReceiptFinancials

Total AUM
$61.3M
Accounts
146
Discretionary
$39.4M
Accounts
115
Non-Discretionary
$21.9M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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