PACIFIC MOUNTAIN ADVISORS, INC.

SCOTTS VALLEY, California·5 registered advisors·CRD# 112822

SEC# 801-71531831-706-2761

01

Firm Overview

AUM

$43M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

5

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.

5 registered advisors

Joseph Dominic Sundram

SCOTTS VALLEY, California

Mary Beth Sundram

SCOTTS VALLEY, California

Michael Francis Meara

SCOTTS VALLEY, California

SCOTTS VALLEY, California

Rosalyn Ellen Huffman

SCOTTS VALLEY, California

05

Office Locations

SCOTTS VALLEY, California

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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.