Pacific Equity, LLC
Pacific Equity, LLC (CRD# 282195) is a financial advisory firm headquartered in Vallejo, CA. They manage $7,255,608 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$164,900
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pacific Equity, LLC
1
Keith Ponthieux (CRD# 1890071) is an Investment Advisor Representative working at Pacific Equity, LLC in Khon Kaen, and has over 35 years of experience in the finance industry.
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