Robert
Schunk
Pacific Capital
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About this Advisor
Robert Schunk is a financial advisor operating in Riverside, California. Schunk works at Pacific Capital. Their career trajectory has included roles at Pacific Capital Wealth Advisors, Inc and City Of Corona. Schunk is approved to operate in California. Pacific Capital is a firm based in Corona, CA. It has offices in two locations and a total of seven advisors. It controls $525 million in assets under management between its 556 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 556 customer accounts, 78% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on the type of financial services provided. However, fee types billed by Pacific Capital may include any blend of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Capital Brokerage Details
$525,000,000
7
556
$944,245
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Schunk Work History
Robert has been registered as a financial advisor for 0 years.*
Pacific Capital Wealth Advisors, Inc
City Of Corona
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Schunk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Capital
Riverside, CA
Corona, CA
Corona, CA
Corona, CA
Corona, CA
Layton, UT
Riverside, CA
Corona, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
