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Building 2PACIFIC MOUNTAIN ADVISORS, INC.

Map pinSCOTTS VALLEY, CA
Phone831-706-2761
NotebookSEC #801-71531
Total AUM
$42.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5619 SCOTTS VALLEY DRIVE
SUITE 260
SCOTTS VALLEY
CA 95066
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
831-706-2761

ReceiptFinancials

Total AUM
$42.7M
Accounts
397
Discretionary
$41.7M
Accounts
351
Non-Discretionary
$1M
Accounts
46

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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