PACIFIC EDGE ADVISORS, LLC
CRD #283628 SEC #801-107861 CORONA DEL MAR, CA (949) 718-4527
SEC Registered
Total AUM
$520.9M
Discretionary
$509.3M
Employees
3
Clients
1
Accounts
229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $520.9M | $509.3M | $11.6M | 3 | 0 |
| Jun 2020 | $404.4M | $402.7M | $1.7M | 3 | 0 |
| Mar 2020 | $404.4M | $402.7M | $1.7M | 3 | 0 |
| Mar 2019 | $342.2M | $342.2M | $2.3K | 3 | 0 |
| Mar 2018 | $251.7M | $251.7M | $0 | 3 | 0 |
| Mar 2017 | $102.9M | $102.9M | $0 | 2 | 1 |
| Jan 2017 | $97M | $97M | $0 | 2 | 1 |
| Jan 2017 | $39.3M | $39.3M | $0 | 2 | 0 |
| Oct 2016 | $39.3M | $39.3M | $0 | 2 | 0 |
| Oct 2016 | $39.3M | $39.3M | $0 | 2 | 0 |
| Sep 2016 | $39.3M | $39.3M | $0 | 2 | 0 |
| Sep 2016 | $0 | $0 | $0 | 2 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2021
Total AUM$520.9M
Discretionary$509.3M
Non-Disc.$11.6M
Employees3
Clients0
DateJun 2020
Total AUM$404.4M
Discretionary$402.7M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2020
Total AUM$404.4M
Discretionary$402.7M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2019
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$2.3K
Employees3
Clients0
DateMar 2018
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees2
Clients1
DateJan 2017
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees2
Clients1
DateJan 2017
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2016
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2016
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2016
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0