Overview
Assets Under Management: $252 million
Headquarters: CORONA DEL MAR, CA
High-Net-Worth Clients: 17
Average Client Assets: $9.9 million
Frequently Asked Questions
PACIFIC EDGE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283628), PACIFIC EDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
PACIFIC EDGE ADVISORS, LLC is headquartered in CORONA DEL MAR, CA.
PACIFIC EDGE ADVISORS, LLC serves 17 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, PACIFIC EDGE ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PACIFIC EDGE ADVISORS, LLC manages $252 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, PACIFIC EDGE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.91%
Average Client Assets: $9.9 million
Total Client Accounts: 95
Discretionary Accounts: 95
Regulatory Filings
CRD Number: 283628
Filing ID: 1191339
Last Filing Date: 2018-03-30 16:29:00