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PACIFIC CAPITAL
CORONA, CA
(951)457-8500
SEC #801-72798Total AUM
$53.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1260 CORONA POINTE
SUITE 304
CORONA
CA 92879
United States
SUITE 304
CORONA
CA 92879
United States
Operating Hours
MON- THURS 7:30AM - 5PM, FRIDAY 7:30 AM - 2:30 PM
Monday - Friday
Monday - Friday
Phone
(951)457-8500
Financials
Total AUM
$53.8M
Accounts
127Discretionary
$53.8M
Accounts
127Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.