Pacific Investment Consultants Wealth Management LLC
California
Registered In
12/18/2013
Incorp. Date
Company Summary
Pacific Investment Consultants Wealth Management LLC at 1130 Iron Point Rd STE 100, Folsom, Ca 95630 lists William D Altavilla and Ryan G Jantzen of Folsom, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Terminated
Registration Type
Domestic
Search Other Resources
People
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Scott M Gordon
Individual Agent
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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William D Altavilla
Manager
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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Ryan G Jantzen
Manager
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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Scott M Gordon
Manager
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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Christeen M Reeg
Manager
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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Debra L Hightower
Manager
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
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Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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1130 IRON POINT RD STE 100, FOLSOM, CA 95630
View Map
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Financials
Financial Information for Pacific Investment Consultants Wealth Management LLC
Form 5500
PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT LLC
1130 Iron Point Road, Suite 100, Folsom, Ca 95630 (916) 932-0150 EIN:46-4358033 Plan Admin:Debra Hightower| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NamePACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$3,652,026 / $0 | 2021 | PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 0 | $3,652,026 / $0 |
| 2021 | Plan NamePACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,067,230 / $0 | 2021 | PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 | 8 / 0 | $1,067,230 / $0 |
| 2020 | Plan NamePACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,901,013 / $3,652,026 | 2020 | PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $2,901,013 / $3,652,026 |
| 2020 | Plan NamePACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$661,206 / $1,067,230 | 2020 | PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT CASH BALANCE PLAN - Plan #002 | 8 / 8 | $661,206 / $1,067,230 |
| 2019 | Plan NamePACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$2,381,276 / $2,901,013 | 2019 | PACIFIC INVESTMENT CONSULTANTS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 8 | $2,381,276 / $2,901,013 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:1130 Iron Point Rd Ste 100 Folsom, CA
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Altavilla & Associates, Inc.
Registered in California
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Folsom, CA | View Report | |
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Chris Reeg Financial Consultants, Inc.
Registered in California
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Folsom, CA | View Report | |
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Johnson Financial Consultants, Inc.
Registered in California
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Folsom, CA | View Report | |
|
Pacific Investment Consultants, Inc.
Registered in California
|
Folsom, CA | View Report | |
|
Professional Management Consultants, Inc.
Registered in California
|
Folsom, CA | View Report | |
|
Revolutions Wealth Management, Inc.
Registered in California
|
Folsom, CA | View Report |
Address Match:1130 Iron Point Rd Folsom, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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