CRD: 152250
Pacific Capital Works, Inc.
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2010
- Office Locations
- 1
Office Locations
About Pacific Capital Works, Inc.
Pacific Capital Works provides personalized financial planning and investment management, helping clients stay organized and delegate implementation of their financial plan. The firm works with business owners, entrepreneurs, and retirees, and supports clients globally. Investment implementation primarily uses ETFs and other public funds with an active, asset-allocation approach. Client assets are custodied at Charles Schwab (and Altruist).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD MITCHELL BRUNDAGE
Chief Compliance Officer, President
- CRD
- #4544377
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,859,992 | -- |
| Non-Discretionary | $1,925,701 | -- |
| Total | $52,785,693 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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