RIA Intelligence

PACIFIC CAPITAL PLANNING COMPANY

CRD #111096 SEC #801-9934 SANTA BARBARA, CA 805-565-2170
SEC Registered
Total AUM
$27.5M
Discretionary
$0
Employees
5
Clients
26
Accounts
110

Firm Details

Organization Type
Sole Proprietorship
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 8, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TODD A. RUSTMANDEOWNERE Control

Registrations

Federal

IA
Oct 8, 2003 REGISTERED

Address

1224 COAST VILLAGE CIR
SUITE 11
SANTA BARBARA, CA 93108
USA
Phone: 805-565-2170