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Building 2PACIFIC CAPITAL PLANNING COMPANY

Map pinSANTA BARBARA, CA
Phone805-565-2170
NotebookSEC #801-9934
Total AUM
$27.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1224 COAST VILLAGE CIR
SUITE 11
SANTA BARBARA
CA 93108
USA
Operating Hours
7:30 AM TO 5:30 PM
Monday - Friday
Phone
805-565-2170

ReceiptFinancials

Total AUM
$27.5M
Accounts
110
Discretionary
$0
Accounts
0
Non-Discretionary
$27.5M
Accounts
110

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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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