Pacific Equity Advisors LLC
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 328540
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Equity Advisors LLC is an independent, California-based registered advisory firm structured as an LLC and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses and charges fees as a percentage of assets under management. It is not positioned as a multi-state adviser, does not market itself as an ESG investor, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities42%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents23%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 7946 Ivanhoe Ave
- Time zone
- PT (UTC-8)
- Office locations
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