Pacific Capital
Pacific Capital (CRD# 159294) is a financial advisory firm headquartered in Corona, CA. They manage $525,874,855 in 601 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management526MILLION
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Total Number of Accounts601ACCOUNTS
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Average Account Value$875,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, TX, UT
Financial Advisors at Pacific Capital
No Advisor Found.
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