# PACIFIC MOUNTAIN ADVISORS, INC.

PACIFIC MOUNTAIN ADVISORS, INC. of SCOTTS VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112822
- Type: SEC-registered investment adviser
- SEC file number: 801-71531
- Location: 5619 SCOTTS VALLEY DRIVE, SUITE 260, SCOTTS VALLEY, CA, 95066
- Phone: 831-706-2761
- Latest filing: 2012-06-22
- Regulatory AUM: $42.7M
- Discretionary AUM: $41.7M
- Non-discretionary AUM: $1.0M
- Clients: 1
- Accounts: 397

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MEARA JOHN FRANCIS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SUNDRAM JOSEPH DOMINIC | OWNER | — |
| SUNDRAM MARY BETH | OWNER | — |
| SHEAR PHILIP | OWNER | — |
| HUFFMAN ROSALYN ELLEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112822/similar
- Related entities: https://search.stillhousedata.com/firm/112822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.