Pacific Edge Advisors, LLC

Pacific Edge Advisors, LLC (CRD# 283628) is a financial advisory firm headquartered in Corona Del Mar, CA. They manage $102,900,000 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,607,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Pacific Edge Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Heidi H. Benavidez
CRD#: 4163287
2101 E. Coast Hwy, Suite 215, Corona Del Mar, CA 92625
96
Wealthminder
score

Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Pacific Edge Advisors, LLC in Corona Del Mar, CA and has over 16 years of experience in the finance industry.

2
David M. Emmes
CRD#: 2728826
2101 E. Coast Hwy, Suite 215, Corona Del Mar, CA 92625
93
Wealthminder
score

David Emmes (CRD# 2728826) is an Investment Advisor Representative working at Pacific Edge Advisors, LLC in Corona Del Mar, CA and has over 22 years of experience in the finance industry.

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