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

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