Overview
Assets Under Management: $252 million
High-Net-Worth Clients: 112
Average Client Assets: $1 million
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