Overview
Assets Under Management: $318 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 524
Discretionary Accounts: 519
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 113217
Filing ID: 1963366
Last Filing Date: 2025-03-28 15:00:00
Website: https://pacwealth.com