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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| BENAVIDEZ, HEIDI, HAINES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
| EMMES, DAVID, MICHAEL | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Mar 18, 2021 REGISTERED
Notice Filings (8)
AZ CA CO HI NV NY PR TX
Address
2101 E. COAST HWY, SUITE 215CORONA DEL MAR, CA 92625
United States
Phone: (949) 718-4527