Investment adviser · CRD 112822

PACIFIC MOUNTAIN ADVISORS, INC.

Investment adviser filing (IA)

SCOTTS VALLEY, CA, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$42.7M
Form ADV · Item 5.F
Client accounts
397
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5619 SCOTTS VALLEY DRIVE, SUITE 260
SCOTTS VALLEY, CA, 95066, United States

CRD 112822

Filing source

Form ADV 655152 · Jun 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.