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PACIFIC MOUNTAIN ADVISORS, INC.
PACIFIC MOUNTAIN ADVISORS, INC.
SCOTTS VALLEY, California
·
1 registered advisor
·
CRD# 112822
SEC# 801-71531
831-706-2761
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PACIFIC MOUNTAIN ADVISORS, INC.
1 registered advisor
Michael Francis Meara
SCOTTS VALLEY, California
CRD# 1317607
05
Office Locations
SCOTTS VALLEY, California
1 advisor
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Data sourced from SEC Form ADV filings. PACIFIC MOUNTAIN ADVISORS, INC. (CRD# 112822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.