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Building 2PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

Map pinSURREY
Phone877-576-8908
NotebookSEC #801-75541
Total AUM
$128.2M
Employees
10
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE #213
5455 - 152 STREET
SURREY
V3S 5A5
Canada
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
877-576-8908
Other Offices
1

ReceiptFinancials

Total AUM
$128.2M
Accounts
414
Discretionary
$124.8M
Accounts
398
Non-Discretionary
$3.4M
Accounts
16

ContactClients

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Individual Clients
165
AUM
$37.6M
HNW Individual Clients
95
AUM
$90.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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