Pacific Capital Associates
Pacific Capital Associates (CRD# 160407) is a financial advisory firm headquartered in San Diego, CA. They manage $228,429,122 in 1,156 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management228MILLION
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Total Number of Accounts1,156ACCOUNTS
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Average Account Value$197,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, NH, NY, OR, TX, WA
John Simon (CRD# 4100566) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has over 24 years of experience in the finance industry.
Kevin Stone (CRD# 4597641) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has 1 year of experience in the finance industry.
Richard Toscano (CRD# 5151847) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has over 17 years of experience in the finance industry.