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Robert Pagliarini

PACIFICA WEALTH ADVISORS, INC.·IRVINE, California
Unclaimed Profile
9870 RESEARCH DRIVE, IRVINE, CA 92618CRD# 2818701Firm CRD# 136054
01

About

Robert Pagliarini is a registered financial advisor based in IRVINE, California, affiliated with PACIFICA WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PACIFICA WEALTH ADVISORS, INC.
PACIFICA WEALTH ADVISORS, INC.
AUM
$161M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PACIFICA WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2818701
Firm CRD# 136054
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Pagliarini offer?
Robert Pagliarini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.
What are Robert Pagliarini's credentials?
Robert Pagliarini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Pagliarini located?
Robert Pagliarini is based in IRVINE, California, working with PACIFICA WEALTH ADVISORS, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Robert Pagliarini charge for services?
Robert Pagliarini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFICA WEALTH ADVISORS, INC.?
PACIFICA WEALTH ADVISORS, INC. has approximately 1 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVINE
Seong Hwan Lee — KLK PARTNERS LLCCharles Daniel Martin — MONT PELERIN CAPITAL, LLCCarlos Alberto Ferreira — PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLCAllen Adham — TENFOLD CAPITAL MANAGEMENT, LLCAlvin David Kang — KLK PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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