Zaloguj Zarejestruj się zadarmo

Sitka Pacific Capital Management, LLC (Edmonds)


Sitka Pacific Capital Management, LLC is an adviser based in Edmonds. It manages $23 million of regulatory assets for 135 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

Logo

Sitka Pacific Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sitka Pacific Capital Management: assets under management

The assets under management (AUM) of Sitka Pacific Capital Management, LLC is $23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sitka Pacific Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Edmonds

The principal office where Sitka Pacific Capital Management, LLC performs its advisory services is located at 316 Main St., Edmonds, WA 98020, which is also the mailing address of the firm. An additional office of the firm is in Sonoma, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-967-5533 or by fax 888-877-1314. The normal business hours are 8am to 3pm pst on Monday - Friday. You can find more information about the New York firm at sitkapacific.com.


Registered investment advisers similar to Sitka Pacific Capital Management, LLC