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LA CUMBRE PEAK ADVISORS, LLC
LA CUMBRE PEAK ADVISORS, LLC
LA CUMBRE PEAK ADVISORS
SANTA BARBARA, California
·
1 registered advisor
·
CRD# 312650
SEC# 801-120909
0
(805) 697-1700
01
Firm Overview
AUM
$5M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LA CUMBRE PEAK ADVISORS, LLC
1 registered advisor
Derek L Pacheco
SANTA BARBARA, California
CRD# 7067302
05
Office Locations
SANTA BARBARA, California
1 advisor
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Data sourced from SEC Form ADV filings. LA CUMBRE PEAK ADVISORS, LLC (CRD# 312650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.