Pacifica Wealth Advisors, Inc.
Pacifica Wealth Advisors, Inc. (CRD# 136054) is a financial advisory firm headquartered in Irvine, CA. They manage $161,092,688 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management161MILLION
-
Total Number of Accounts215ACCOUNTS
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Average Account Value$749,268
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 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.
CA, TX
Financial Advisors at Pacifica Wealth Advisors, Inc.
1
Robert Pagliarini (CRD# 2818701) is an Investment Advisor Representative working at Pacifica Wealth Advisors, Inc. in Mission Viejo, CA and has over 27 years of experience in the finance industry.
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