Steven Leonard (CRD# 4648069) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacifica Capital Investments, LLC | Rancho Santa Fe, CA | Apr 1998 - Current | 25 |
| Pacifica Holding Company | Rancho Santa Fe, CA | Dec 1989 - Current | 33 |
- CA
- TX
-
Total Assets Under Management532MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$2,143,669
- A percentage of assets under your management
- Performance-based fees
- 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
CA, CO, CT, NY, PA, TX
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