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).
Total Assets Under Management103MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$1,607,813
- 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
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.
David Emmes (CRD# 2728826) is an Investment Advisor Representative working at Pacific Edge Advisors, LLC in Corona Del Mar, CA and has over 21 years of experience in the finance industry.