PACIFIC CAPITAL ASSOCIATES
Tel: 858-560-5244 4747 Viewridge Ave Suite 107 San Diego, California 92123-1688
About PACIFIC CAPITAL ASSOCIATES
PACIFIC CAPITAL ASSOCIATES is a San Diego, California based financial advisory firm with nearly $221,091,916 in assets under management and provides investment advisory services for 1081 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
160407
Firm SEC#:
801-112260
Assets Under Management:
$221,091,916
No. of Clients:
1081
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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