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Building 2PACIFIC POINTE ADVISORS LLC

Map pinSANTA BARBARA, CA
Phone(805) 845-2400
NotebookSEC #801-74647
Total AUM
$173M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
523 CHAPALA #1
SANTA BARBARA
CA 93101
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(805) 845-2400

ReceiptFinancials

Total AUM
$173M
Accounts
82
Discretionary
$173M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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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