Pacific Crest Asset Management LLC
RIAState Registered
Total AUM
$28.4M
Discretionary
$28.4M
100% of AUM
Avg account
$2M
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333135
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Crest Asset Management LLC is a small, privately held RIA organized as an LLC that provides fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and serves a client base characterized as individuals and families. Its stated activity is portfolio management rather than pension consulting or capital allocation; it is not documented as an active ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Chugg Wealth Strategies, LLC
RIAProvo, UT
AUM $28.4MTEAM 1REPS 1
Sterling Futures
RIASan Francisco, CA
AUM $28.4MTEAM 1REPS 1
Primus Wealth Advisors LLC
RIAAUM $28.4MTEAM 1REPS 1
Moore, Dorothea Jane
RIAAUM $28.4MTEAM 1REPS 1
Mcdavid & Company Wealth Management Services
RIAGainesville, FL
AUM $28.4MTEAM 1REPS 1
Meyers Financial Services
RIASonoma, CA
AUM $28.4MTEAM 2REPS 2