Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 48
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 208
Discretionary Accounts: 205
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 136054
Last Filing Date: 2025-02-05 00:00:00
Website: https://pacificawealth.com