PACIFIC CREST FINANCIAL ADVISORS, LLC

PACIFIC CREST FINANCIAL ADVISORS, LLC of EVERETT, WA is an SEC-registered investment adviser (CRD 155774). Regulatory assets under management: $79.8M.

Registration

• CRD: 155774
• Type: Registered investment adviser
• Location: 2828 COLBY AVENUE, EVERETT, WA, 98201
• Phone: 425-609-3797
• Latest filing: 2026-03-24
• Regulatory AUM: $79.8M
• Discretionary AUM: $79.8M
• Clients: 3
• Accounts: 158

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155774 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search