Pacific Wealth Care Inc.
Pacific Wealth Care Inc. (CRD# 130856) is a financial advisory firm headquartered in , . They manage $49,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pacific Wealth Care Inc.
By the Numbers
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Total Assets Under Management49MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$1,225,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
CA
Financial Advisors at Pacific Wealth Care Inc.
1
Kathleen Harney (CRD# 2586932) is an Investment Advisor Representative working at Pacific Wealth Care Inc. in Yorba Linda, CA and has over 24 years of experience in the finance industry.
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