PACIFIC CREST FINANCIAL ADVISORS, LLC

Overview

Pacific Crest Financial Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individuals and families. The firm combines financial planning and discretionary portfolio management for individual and small business clients, charging a mix of percentage-of-AUM, hourly and fixed fees. Investment positioning is equity‑oriented: exchange‑traded equities are the single largest asset slice, and the firm prefers liquid equity exposure as the backbone of client portfolios while layering other vehicle types for income, diversification and client objectives. Advisory activity centers on personalized planning and wrapped portfolios rather than institutional pension consulting or multi‑state advisory platforms. Pacific Crest does not present itself as an active ESG investor. Its operating model is built around discretionary management of client accounts held at a single primary custodian.

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Public Holdings

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Location & Offices