PACIFIC MOUNTAIN ADVISORS, INC.
CRD #112822 SEC #801-71531 SCOTTS VALLEY, CA 831-706-2761
SEC Registered
Total AUM
$37.6M
Discretionary
$36.1M
Employees
1
Clients
51
Accounts
395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $42.7M | $41.7M | $1M | 1 | 200 |
| May 2012 | $37.6M | $36.1M | $1.5M | 1 | 200 |
| May 2012 | $37.6M | $36.1M | $1.5M | 1 | 200 |
| May 2012 | $37.6M | $36.1M | $1.5M | 1 | 200 |
| Mar 2012 | $37.6M | $36.1M | $1.5M | 1 | 200 |
| Mar 2012 | $37.6M | $36.1M | $1.5M | 1 | 200 |
| May 2011 | $37.9M | $37.1M | $856.8K | 5 | -- |
| Oct 2010 | $35.1M | $35.1M | $0 | 5 | -- |
| May 2010 | $35.1M | $35.1M | $0 | 5 | -- |
DateJun 2012
Total AUM$42.7M
Discretionary$41.7M
Non-Disc.$1M
Employees1
Clients200
DateMay 2012
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.5M
Employees1
Clients200
DateMay 2012
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.5M
Employees1
Clients200
DateMay 2012
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.5M
Employees1
Clients200
DateMar 2012
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.5M
Employees1
Clients200
DateMar 2012
Total AUM$37.6M
Discretionary$36.1M
Non-Disc.$1.5M
Employees1
Clients200
DateMay 2011
Total AUM$37.9M
Discretionary$37.1M
Non-Disc.$856.8K
Employees5
Clients--
DateOct 2010
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees5
Clients--