PACIFIC EDGE ADVISORS, LLC

PACIFIC EDGE ADVISORS, LLC of CORONA DEL MAR, CA is an SEC-registered investment adviser (CRD 283628). Regulatory assets under management: $520.9M.

Registration

• CRD: 283628
• SEC file number: 801-107861
• Type: Registered investment adviser
• Location: 2101 E. COAST HWY, SUITE 215, CORONA DEL MAR, CA, 92625
• Phone: (949) 718-4527
• Latest filing: 2021-03-18
• Regulatory AUM: $520.9M
• Discretionary AUM: $509.3M
• Non-discretionary AUM: $11.6M
• Clients: 3
• Accounts: 229

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283628 on SEC IAPD (source of record)
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