David
Tietjen
Pacific Capital
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About this Advisor
David Tietjen is a financial advisor based in Layton, Utah with a total of 5 years of relevant experience. Tietjen currently works for Pacific Capital. During their career, Tietjen has held roles at Pacific Capital Wealth Advisors Inc, Rmwt, Knod, Ats and Argosy. Tietjen holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Utah. Pacific Capital is an advisory firm headquartered in Corona, CA. The firm has offices in two locations and a total of seven advisors. It oversees $525 million in total assets between its 556 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 556 customer accounts, 78% are held by high-net-worth clients who have greater than $1 million in assets. Pacific Capital offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Pacific Capital can include any combination of asset-based and fixed fees.
Certifications and Registrations
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
David Tietjen Work History
David has been registered as a financial advisor for 5 years.*
Pacific Capital Wealth Advisors Inc
Rmwt
Knod
Ats
Argosy
*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 David Tietjen 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
Corona, CA
Corona, CA
Riverside, CA
Corona, CA
Layton, UT
Corona, CA
Riverside, CA
Corona, CA
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