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PACIFIC WEALTH ADVISORY SERVICES LLC
PACIFIC WEALTH ADVISORY SERVICES LLC
DANVILLE, California
·
2 registered advisors
·
CRD# 330888
SEC# 801-130327
0
925-838-7567
01
Firm Overview
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PACIFIC WEALTH ADVISORY SERVICES LLC
2 registered advisors
Katherine Lisa Kumro
DANVILLE, California
CRD# 1730228
Michael Jerome Lickiss
DANVILLE, California
CRD# 5135936
05
Office Locations
DANVILLE, California
2 advisors
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Data sourced from SEC Form ADV filings. PACIFIC WEALTH ADVISORY SERVICES LLC (CRD# 330888) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.