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James Joseph Abodeely

SITKA PACIFIC CAPITAL MANAGEMENT, LLC·SONOMA, California
Clean recordSITKA PACIFIC CAPITAL MANAGEMENT, LLC
561 FIRST STREET WEST, SONOMA, CA 95476CRD# 5464276Firm CRD# 134699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Abodeely · SONOMA, CA
Registration
CRD #5464276 · SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Joseph Abodeely is a registered financial advisor based in SONOMA, California, affiliated with SITKA PACIFIC CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
AUM
$23M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SITKA PACIFIC CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5464276
Firm CRD# 134699
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Abodeely offer?
James Joseph Abodeely specializes in Investment Management, Wealth Management. Contact their office in SONOMA, California for a consultation.
What are James Joseph Abodeely's credentials?
James Joseph Abodeely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Abodeely located?
James Joseph Abodeely is based in SONOMA, California, working with SITKA PACIFIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the SONOMA metropolitan area and surrounding communities.
How does James Joseph Abodeely charge for services?
James Joseph Abodeely's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SITKA PACIFIC CAPITAL MANAGEMENT, LLC?
SITKA PACIFIC CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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