PACIFIC CAPITAL
Corona, California
5.0
221 Reviews
Pacific Capital, a local investment advisory firm based in Corona, CA, has established itself as a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over 30 individual clients and an impressive $525,000,000 in assets under management, Pacific Capital prides itself on delivering personalized financial strategies tailored to meet each client's unique goals. Operating out of three offices, Pacific Capital employs a team of seven dedicated professionals, five of whom provide expert investment advisory services. These advisors possess extensive industry knowledge and experience, ens...
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Assets Under Mgmt

$525M

Investment Professionals

5

Locations

2

% 401K & Individual

1%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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