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PACIFIC CAPITAL

Tel: 844-777-8777
1861 California Avenue
Suite 101
Corona, California  92881

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PACIFIC CAPITAL

PACIFIC CAPITAL is a Corona, California based financial advisory firm with nearly $661,224,239 in assets under management and provides investment advisory services for 572 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

159294

SEC#:

801-80494

No. of Clients:

572

Assets under Management

$661,224,239

No. of Advisors:

7

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