CRD: 155774
Pacific Crest Financial Advisors, LLC
$79.8M Total AUM
$79.8M Disc. AUM
-- 3Y CAGR
3 Employees
61 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak timber
- Established Date
- 10-01-2010
- Office Locations
- 1
Office Locations
2828 Colby Avenue Suite 405 Everett WA
About Pacific Crest Financial Advisors, LLC
Pacific Crest Financial Advisors, LLC is a fee-only RIA in Everett, Washington providing comprehensive financial planning and ongoing investment management for individuals and families, focused on aligning resources with long-term goals and retirement needs. The team brings 25+ years of industry experience and commonly uses ETFs and mutual funds; accounts are custodied at Charles Schwab.
Team overview
-- AVG AGE
$39.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pioneer Capital oak
Custodian
Matrix pathway Capital atlas Meridian Beacon Fusion atlas
Investment Themes
Wave ridge Harbor
Investment Vehicles
Timber delta Beacon
Services
Unison North Value Vertex Wave foundation Vector Eagle Eagle meridian
Technology
Pioneer optima
Owner & Executives
ALEXANDER FERGUS CASE WILLIAMSON
MANAGING DIRECTOR
- CRD
- #2082975
- Ownership
- 50% but less than 75%
(896) 907-1195
unison.capital@quantumcapital.com
in linkedin.com/in/legacy-vertex
DARRON L. KUEHN
MANAGING DIRECTOR
- CRD
- #5057826
- Ownership
- 25% but less than 50%
(918) 580-7763
catalyst.legacy@vitalcapital.com
in linkedin.com/in/eagle-timber
Showing 2 of 2 owners & executives
Unlock allContacts
ERIN LEE EDDINS
--
- CRD
- #2088240
(304) 627-6115
quantum.prime@unisoncapital.com
in linkedin.com/in/momentum-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,806,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,806,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,806,453
Equity - Exchange:
20.8% Public Funds:
25.9% Corporate - Investment Grade:
6.3% Municipal Bonds:
9.3% Cash:
15.8% Corporate - Non-Investment Grade:
7.4% U.S. Government/Agency:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $603,777,634 | 20.8% |
| Public Funds | $751,819,266 | 25.9% |
| Corporate - Investment Grade | $182,874,957 | 6.3% |
| Municipal Bonds | $269,958,269 | 9.3% |
| Cash | $458,638,780 | 15.8% |
| Corporate - Non-Investment Grade | $214,805,505 | 7.4% |
| U.S. Government/Agency | $420,902,677 | 14.5% |
| Total | $2,902,777,088 | 100.0% |