Be advised. This firm is no longer registered.

Pacific Mountain Advisors, Inc.

Pacific Mountain Advisors, Inc. (CRD# 112822) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $9,424,308 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
365-b Lake Ave, Santa Cruz, CA 95062
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $119,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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 Mountain Advisors, Inc.
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals