Pacific Capital Consulting Inc (Seattle)

Name: Pacific Capital Consulting Inc
Address: 700 Fifth Ave, Seattle, WA, 98104
Telephone: 206-340-2706

Pacific Capital Consulting Inc is an internet adviser based in Seattle. It manages $15.56 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Pacific Capital Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Capital Consulting: assets under management

The assets under management (AUM) of Pacific Capital Consulting Inc is $15.56 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.95 million in discretionary accounts and $1.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacific Capital Consulting Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pacific Capital Consulting Inc

Melissa Kelly Robbins has been acting as President since 1 Jul 1991. Kathy Brost Miller joined the executive team most recently as the Vp Investment.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Melissa Kelly Robbins	Ceo/president	1 Jul 1991	75% - 100%	1331578
Reid Emil Smith	Senior portfolio manager	1 Jun 1996	Other	2171160
Reid Emil Smith	Senior portfolio manager	1 Jun 1997	Other	2171160
Kathy Brost Miller	Vp investment	1 Nov 1998	Other	1145207

Based in Seattle

The principal office where Pacific Capital Consulting Inc performs its advisory services is located at 700 Fifth Ave, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-340-2706 or by fax 206-340-1366. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.pacificcapital.com.