Pacific Alliance Associates LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148938
- Registered since
- October 6, 2009
Firm profile
FINTRXOverview
Pacific Alliance Associates LLC is organized as a limited liability company and has been SEC-registered since 2009. The dataset classifies ownership as a mix of a domestic entity and an individual. The profile available through FINTRX does not include standard public-facing detail about the firm's advisory focus, client segments, fee schedules or specific business activities. Data in the snapshot flags several negatives about the firm's regulatory profile: it is not identified as a capital allocator, it does not self-report as an active ESG investor, it is not listed as a multistate adviser, and it is not described as a pension consultant or a related adviser. Beyond the structural and registration facts above, there is no material information in the source about investment philosophy, target client types, or service model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Kevin Chan
ComplianceCRD 6945698

David Mcgrath
MarketingCRD 4932935

Heather Slate
Senior Managing DirectorCRD 2698629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 261 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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