Pacifica Partners Capital Management

Pacifica Partners Capital Management (CRD# 148834) is a financial advisory firm headquartered in Surrey, . They manage $84,294,764 in 755 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $111,649
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NV, NY, OR, TX, WA

Financial Advisors at Pacifica Partners Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Naveen C. Gopal
CRD#: 5730243
Suite #205, 8105 Birch Bay Square, Blaine, WA 98230
89
Wealthminder
score

Naveen Gopal (CRD# 5730243) is an Investment Advisor Representative working at Pacifica Partners Capital Management in Blaine, WA and has over 2 years of experience in the finance industry.

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