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PACIFIC CAPITAL
CORONA, CA
844-777-8777
SEC #801-80494Total AUM
$668.6M
Employees
9Clients
79Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1861 CALIFORNIA AVENUE
SUITE 101
CORONA
CA 92881
United States
SUITE 101
CORONA
CA 92881
United States
Operating Hours
8-3
Monday - Friday
Monday - Friday
Phone
844-777-8777
Other Offices
1
Financials
Total AUM
$668.6M
Accounts
309Discretionary
$668.6M
Accounts
309Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
11AUM
$2M
HNW Individual Clients
62AUM
$655.3M
Pension/Profit Sharing Plan Clients
5AUM
$0
Charitable Organization Clients
1AUM
$11.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
REFERRALS TO OTHER ADVISERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF PLAN ASSETS; REFERRAL FEES FROM OTHER ADVISERS
Compliance
Disclosures
None reported
State Registrations
AZCATXUT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.