Pacific Crest Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 333135
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Crest Asset Management LLC is a small, privately held RIA organized as an LLC that provides fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and serves a client base characterized as individuals and families. Its stated activity is portfolio management rather than pension consulting or capital allocation; it is not documented as an active ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Joseph Gallagher
Investment Advisory RepresentativeCRD 2400793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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