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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2024
- Office Locations
- 2
Office Locations
About Pacific Canyon Investments
Pacific Canyon Investments is a Black-owned RIA with roots in Arizona and California, providing personalized wealth management and financial planning for high-net-worth individuals and families, including physicians and nurses. The firm builds value- and data-driven portfolio strategies, with services spanning equity compensation, retirement and inheritance planning, and socially responsible investing. Public filings indicate portfolios are implemented primarily with ETFs.
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Investment Themes
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Owner & Executives
Ekenna S Anya-Gafu
Chief Compliance Officer
- CRD
- #6468733
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Denisse Arebalo
Senior Investment Advisor
- CRD
- #6979696
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,853,954 | -- |
| Non-Discretionary | $634,481 | -- |
| Total | $14,488,435 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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