Pacifica Wealth Advisors, Inc.
Pacifica Wealth Advisors, Inc. (CRD# 136054) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $72,010,142 in 136 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$529,486
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients