Pacific Alliance Associates LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148938
Registered since
October 6, 2009

Firm profile

FINTRX

Overview

Pacific Alliance Associates LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2009. FINTRX records identify ownership that includes both a domestic entity and an individual, and the firm is classified generically (unclassified) by the data provider rather than under a specific advisory model. Data available to FINTRX indicates the firm does not operate as a capital allocator and is not marked as an active ESG investor, pension consultant, multi-state adviser, related adviser or a newly formed adviser. The firm's fee arrangements, core advisory activities and client segments are not disclosed in the provided dataset.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

  • David Mcgrath

    David Mcgrath

    MarketingCRD 4932935

  • Christopher Bole

    Executive DirectorCRD 4982639

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth