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PACIFIC EDGE ADVISORS, LLC
PACIFIC EDGE ADVISORS, LLC
CORONA DEL MAR, California
·
2 registered advisors
·
CRD# 283628
SEC# 801-107861
0
(949) 718-4527
01
Firm Overview
AUM
$521M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PACIFIC EDGE ADVISORS, LLC
2 registered advisors
David Michael Emmes
CORONA DEL MAR, California
CRD# 2728826
Heidi Haines Benavidez
CORONA DEL MAR, California
CRD# 4163287
05
Office Locations
CORONA DEL MAR, California
2 advisors
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Data sourced from SEC Form ADV filings. PACIFIC EDGE ADVISORS, LLC (CRD# 283628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.