Overview
Assets Under Management: $252 million
High-Net-Worth Clients: 112
Average Client Assets: $1 million
Frequently Asked Questions
PACIFICA PARTNERS INC 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 #148834), PACIFICA PARTNERS INC is subject to fiduciary duty under federal law.
PACIFICA PARTNERS INC serves 112 high-net-worth clients according to their SEC filing dated January 13, 2025. View client details ↓
According to their SEC Form ADV, PACIFICA PARTNERS INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PACIFICA PARTNERS INC manages $252 million in client assets according to their SEC filing dated January 13, 2025.
According to their SEC Form ADV, PACIFICA PARTNERS INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.65
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,392
Discretionary Accounts: 1,371
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 148834
Last Filing Date: 2025-01-13 00:00:00
Website: https://pacificapartners.com