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Joseph Dominic Sundram

PACIFIC MOUNTAIN ADVISORS, INC.·SCOTTS VALLEY, California
Unclaimed Profile
5619 SCOTTS VALLEY DRIVE, SCOTTS VALLEY, CA 95066CRD# 4822087Firm CRD# 112822
01

About

Joseph Dominic Sundram is a registered financial advisor based in SCOTTS VALLEY, California, affiliated with PACIFIC MOUNTAIN 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
PACIFIC MOUNTAIN ADVISORS, INC.
PACIFIC MOUNTAIN ADVISORS, INC.
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PACIFIC MOUNTAIN ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4822087
Firm CRD# 112822
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Dominic Sundram offer?
Joseph Dominic Sundram specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTS VALLEY, California for a consultation.
What are Joseph Dominic Sundram's credentials?
Joseph Dominic Sundram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Dominic Sundram located?
Joseph Dominic Sundram is based in SCOTTS VALLEY, California, working with PACIFIC MOUNTAIN ADVISORS, INC.. Their office serves clients in the SCOTTS VALLEY metropolitan area and surrounding communities.
How does Joseph Dominic Sundram charge for services?
Joseph Dominic Sundram'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 PACIFIC MOUNTAIN ADVISORS, INC.?
PACIFIC MOUNTAIN ADVISORS, INC. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SCOTTS VALLEY
Michael Francis Meara — PACIFIC MOUNTAIN ADVISORS, INC.Jeffrey Robert Scharf — SCHARF INVESTMENTS, LLCNicholas David Delurgio — DELURGIO NICHOLAS DAVIDMary Beth Sundram — PACIFIC MOUNTAIN ADVISORS, INC.Philip Shear — PACIFIC MOUNTAIN ADVISORS, INC.
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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