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

Clients

Accounts

395

Firm Details

Organization Type: Corporation
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 16, 2012
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
HUFFMAN, ROSALYN, ELLEN	I	CHIEF COMPLIANCE OFFICER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
SUNDRAM, MARY BETH	I	OWNER	NA
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
MEARA, MICHAEL, FRANCIS	I	PRESIDENT	E	Control
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	B
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SHEAR, PHILIP	I	OWNER	A
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	A
SUNDRAM, JOSEPH, DOMINIC	I	OWNER	A

Registrations

Federal

May 16, 2012 REGISTERED

Notice Filings (1)

Address

5619 SCOTTS VALLEY DRIVE
SUITE 260
SCOTTS VALLEY, CA 95066
United States

Phone: 831-706-2761