Claim Profile
DE

David Michael Emmes

PACIFIC EDGE ADVISORS, LLC·CORONA DEL MAR, California
Unclaimed Profile
2101 E. COAST HWY, SUITE 215, CORONA DEL MAR, CA 92625CRD# 2728826Firm CRD# 283628
01

About

David Michael Emmes is a registered financial advisor based in CORONA DEL MAR, California, affiliated with PACIFIC EDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PACIFIC EDGE ADVISORS, LLC
PACIFIC EDGE ADVISORS, LLC
AUM
$521M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2728826
Firm CRD# 283628
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORONA DEL MAR?

Browse all registered financial advisors in CORONA DEL MAR, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Michael Emmes offer?
David Michael Emmes specializes in Financial Planning, Investment Management. Contact their office in CORONA DEL MAR, California for a consultation.
What are David Michael Emmes's credentials?
David Michael Emmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Emmes located?
David Michael Emmes is based in CORONA DEL MAR, California, working with PACIFIC EDGE ADVISORS, LLC. Their office serves clients in the CORONA DEL MAR metropolitan area and surrounding communities.
How does David Michael Emmes charge for services?
David Michael Emmes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC EDGE ADVISORS, LLC?
PACIFIC EDGE ADVISORS, LLC has approximately 3 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty