Pacifica Partners Capital Management

Pacifica Partners Capital Management (CRD# 148834) is a financial advisory firm headquartered in Surrey, . They manage $233,179,386 in 1,342 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details

Suite #213, 5455 - 152 Street, Surrey, V3S 5

https://www.linkedin.com/company/251521/

By the Numbers

Total Assets Under Management

233

MILLION
Total Number of Accounts

1,342

ACCOUNTS
Average Account Value

$173,755

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 pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, NC, NV, NY, OR, TX, WA

Financial Advisors at Pacifica Partners Capital Management

Showing 1 - 1 of 1 top financial advisors.

Naveen C. Gopal

CRD#: 5730243

Suite #213, 5455 - 152 Street, Surrey, V3S 5

Naveen Gopal (CRD# 5730243) is an Investment Advisor Representative working at Pacifica Partners Capital Management in Surrey, and has over 8 years of experience in the finance industry.

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.

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