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Rosalyn Ellen Huffman

PACIFIC MOUNTAIN ADVISORS, INC.·SCOTTS VALLEY, California
Unclaimed Profile
5619 SCOTTS VALLEY DRIVE, SCOTTS VALLEY, CA 95066CRD# 5904527Firm CRD# 112822
01

About

Rosalyn Ellen Huffman 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# 5904527
Firm CRD# 112822
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rosalyn Ellen Huffman offer?
Rosalyn Ellen Huffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTS VALLEY, California for a consultation.
What are Rosalyn Ellen Huffman's credentials?
Rosalyn Ellen Huffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosalyn Ellen Huffman located?
Rosalyn Ellen Huffman 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 Rosalyn Ellen Huffman charge for services?
Rosalyn Ellen Huffman'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 DAVIDJoseph Dominic Sundram — PACIFIC MOUNTAIN ADVISORS, INC.Mary Beth Sundram — 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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