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PACIFIC CREST FINANCIAL ADVISORS, LLC

CRD 155774

Visit website

2828 COLBY AVENUE, SUITE 405, EVERETT, WA, 98201, United States

Phone

425-609-3797

Fax

425-609-2254

Registration

— (—)

Source

State registered

Total AUM

$79.8M

Discretionary AUM

$79.8M

Team

3 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals32$17.8M
High net worth individuals25$62.0M

All web addresses on file

Official SEC filing: View on IAPD