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PACIFIC CAPITAL WORKS, INC.

CRD 152250

Visit website

1155 SW MORRISON ST., SUITE 200, PORTLAND, OR, 97205, United States

Phone

971-255-0888

Fax

971-255-0888

Registration

— (—)

Source

State registered

Total AUM

$52.8M

Discretionary AUM

$50.9M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals2$318K
High net worth individuals20$52.5M

All web addresses on file

Official SEC filing: View on IAPD