Pacific Equity, LLC

Pacific Equity, LLC (CRD# 282195) is a financial advisory firm headquartered in Vallejo, CA. They manage $7,255,608 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
164 Robles Way, Suite A7-258, Vallejo, CA 94591
https://www.facebook.com/keithpe/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $164,900
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pacific Equity, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Ponthieux, financial advisor Khon Kaen
Keith J. Ponthieux
CRD#: 1890071
Khon Kaen,

Keith Ponthieux (CRD# 1890071) is an Investment Advisor Representative working at Pacific Equity, LLC in Khon Kaen, and has over 35 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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