Blake Isaacson, financial advisor Rancho Santa Fe CA

Blake Isaacson

CRD Number: 4868584
Current Firm: Pacifica Capital Investments

Blake Isaacson (CRD# 4868584) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pacifica Capital Investments Rancho Santa Fe, CA Oct 2004 - Current 18
Blacke Isaacson & Associates San Diego, CA Feb 1990 - Current 33
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Blake Isaacson
Phone Number: 512-337-5521
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    532
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $2,143,669
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, NY, PA, TX

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