Pacifica Capital Investments
Pacifica Capital Investments (CRD# 125790) is a financial advisory firm headquartered in Leander, TX. They manage $602,021,362 in 276 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management602MILLION
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Total Number of Accounts276ACCOUNTS
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Average Account Value$2,181,237
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, PA, TX
Blair Bodek (CRD# 6665862) is an Investment Advisor Representative working at Pacifica Capital Investments in Philadelphia, PA and has over 7 years of experience in the finance industry.
Blake Isaacson (CRD# 4868584) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 19 years of experience in the finance industry.
Kari Lambert (CRD# 5650086) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 15 years of experience in the finance industry.
Steven Leonard (CRD# 4648069) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.