Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > corona > PACIFIC CAPITAL
PACIFIC CAPITAL
1861 California Avenue
Suite 101
Corona, California 92881
Tel: 844-777-8777
About PACIFIC CAPITAL
PACIFIC CAPITAL, formally registered with the SEC as PACIFIC CAPITAL. The firm was established in 11/03/2014. They have over 3 offices throughout the country.
PACIFIC CAPITAL is a Corona, California based Financial Planning firm with nearly $661,224,239 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159294 |
| SEC# | 801-80494 |
| Assets Managed by Firm | $661,224,239 |
| No. of Clients | 572 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 572 | $661,224,239 |
| Individuals (other than high net worth individuals) | 62 | $33,420,725 |
| High net worth individuals | 85 | $593,054,732 |
| Charitable organizations | 1 | $3,857,804 |
| Corporations or other businesses | 8 | $30,890,978 |
More Retirement Planning firms in Corona, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Corona, California