Pacific Rock Capital, LLC
Pacific Rock Capital, LLC (CRD# 148154) is a financial advisory firm headquartered in Cardiff By The Sea, CA. They manage $4,618,800 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pacific Rock Capital, LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$329,914
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pacific Rock Capital, LLC
1
Christopher T. Donnelly
CRD#:
4112765
120 Birmingham Drive, Suite 120 D,
Cardiff By The Sea,
CA
92007
Christopher Donnelly (CRD# 4112765) is an Investment Advisor Representative working at Pacific Rock Capital, LLC in Cardiff By The Sea, CA and has over 23 years of experience in the finance industry.
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