P
$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-22-2024
- Office Locations
- 1
Office Locations
-- Kentfiled CA
About Pacific Crest Asset Management LLC
Pacific Crest Asset Management LLC is a Kentfield-based RIA. The firm has been operating for 1 years. Managing $28.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$28.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH MICHAEL GALLAGHER
Chief Compliance Officer, Managing Member
- CRD
- #2400793
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,433,327 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,433,327 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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