Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over 25,000 clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client’s experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their enthusiasm. Your future realized at Pacific Capital. Please visit www.pcrg.com for full disclosures.
View Top Employees from Pacific Capital Resource GroupWebsite | http://www.pcrg.com |
Revenue | $71 million |
Employees | 58 (58 on RocketReach) |
Founded | 1998 |
Address | 10900 NE 4th Street Suite 2300, # 2413, Bellevue, Washington 98004, US |
Phone | (425) 641-8788 |
Fax | (425) 641-8778 |
Technologies |
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Industry | Financial Services, Finance General, Banking, Financial Planning, Finance, Insurance Brokerage, Lending and Investments, Wealth Management, Consulting, Business Planning, Legal, Professional Services |
Web Rank | 5 Million |
Keywords | Pacific Capital Resource Group, Pacific Capital Associates, Alysia Jarman Washington, Capital Resource Group, Ookla Internships |
Competitors | Ascot Lloyd, Capital Financial Group, LLC, Consolidated Planning, Inc., Warwick Resource Group, Wealth Management, Inc. |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 5242 Companies, NAICS Code 524210 Companies, NAICS Code 52421 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
Looking for a particular Pacific Capital Resource Group employee's phone or email?
The Pacific Capital Resource Group annual revenue was $71 million in 2024.
Kurt Jonson is the Chief Executive Officer and Owner of Pacific Capital Resource Group.
58 people are employed at Pacific Capital Resource Group.
Pacific Capital Resource Group is based in Bellevue, Washington.
The NAICS codes for Pacific Capital Resource Group are [5242, 524210, 52421, 524, 52].
The SIC codes for Pacific Capital Resource Group are [641, 64].