Pacific Capital Consulting Inc is an internet adviser based in Seattle. It manages $15.56 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Pacific Capital Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Capital Consulting Inc is $15.56 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Capital Consulting Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Melissa Kelly Robbins has been acting as President since 1 Jul 1991. Kathy Brost Miller joined the executive team most recently as the Vp Investment.
The principal office where Pacific Capital Consulting Inc performs its advisory services is located at 700 Fifth Ave, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-340-2706 or by fax 206-340-1366. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.pacificcapital.com.