PACIFIC CAPITAL ASSOCIATES

4747 Viewridge Ave
Suite 107
San Diego, California 92123-1688
Tel: 858-560-5244

About PACIFIC CAPITAL ASSOCIATES

PACIFIC CAPITAL ASSOCIATES, formally registered with the SEC as PACIFIC CAPITAL ASSOCIATES. The firm was established in 01/05/2018. They have over 1 offices throughout the country.

PACIFIC CAPITAL ASSOCIATES is a San Diego, California based Financial Planning firm with nearly $221,091,916 assets under management, offering retirement planning & investment advisory services to 1081 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160407
SEC#	801-112260
Assets Managed by Firm	$221,091,916
No. of Clients	1081
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1081	$221,091,916
Individuals (other than high net worth individuals)	412	$88,848,798
High net worth individuals	87	$127,973,857
Pension and profit sharing plans	Fewer than 5 clients	$1,319,967
Corporations or other businesses	Fewer than 5 clients	$2,949,294

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