Pacific Capital
Pacific Capital (CRD# 159294) is a financial advisory firm headquartered in Corona, CA. They manage $501,855,823 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management502MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$3,136,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, UT
Joshua Coniglio (CRD# 6290332) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 8 years of experience in the finance industry.
Randall Francis (CRD# 6981057) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry.
Joshua Giles (CRD# 6903467) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.
Elizabeth Jergensen (CRD# 6909091) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.
Robert Schunk (CRD# 6106081) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.
David Tietjen (CRD# 6986890) is an Investment Advisor Representative working at Pacific Capital in Layton, UT and has over 5 years of experience in the finance industry.
Chad Willardson (CRD# 4670940) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 20 years of experience in the finance industry.
Blake Wilkinson (CRD# 6969793) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry.