Kari
Lambert
Pacifica Capital Investments
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About this Advisor
Kari Lambert is a financial advisor based in Leander, Texas, working with Pacifica Capital Investments. Kari has previously held a position at Pacifica Capital Investments. Kari has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kari is part of Pacifica Capital Investments, which operates out of Leander, Texas. The firm has 2 offices and 3 employees. The firm manages assets totaling $602.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pacifica Capital Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pacifica Capital Investments Brokerage Details
$602,021,362
3
276
$2,181,237
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kari Lambert Work History
Pacifica Capital Investments
Disclosures
Please visit the SEC profile of Kari Lambert 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 Pacifica Capital Investments
Philadelphia, PA
Leander, TX
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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