Pacific Capital Works, Inc.

Pacific Capital Works, Inc. (CRD# 152250) is a financial advisory firm headquartered in Portland, OR. They manage $38,158,158 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1155 Sw Morrison St., Suite 200, Portland, OR 97205
https://www.facebook.com/pacificcapitalworks
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $353,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Pacific Capital Works, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Todd Brundage, financial advisor Portland OR
Todd M. Brundage
CRD#: 4544377
Portland, OR

Todd Brundage (CRD# 4544377) is an Investment Advisor Representative working at Pacific Capital Works, Inc. in Portland, OR and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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