Damanjit Minhas
Pacifica Partners · Surrey, Washington
Damanjit Minhas is a fee-only financial advisor at Pacifica Partners in Surrey, Washington, who holds the CFA credential. Damanjit charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.
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Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Multi-generational families
- Physicians
- Executives
- Retirees
Facts
| Firm | Pacifica Partners |
|---|---|
| Based in | Surrey, Washington |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $128.2M across 414 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 8310426 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pacificapartners.com |
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Questions about Damanjit
Is Damanjit Minhas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Damanjit holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Damanjit charge for financial advice?
Damanjit charges a percentage of assets and hourly fees.
Does Damanjit work with clients virtually?
Yes. Pacifica Partners says on its website that it works with clients remotely.
Where is Damanjit Minhas based?
Damanjit Minhas is based in Surrey, Washington.
What does Damanjit specialize in?
Damanjit's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Damanjit works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.
What credentials does Damanjit Minhas hold?
Damanjit Minhas holds the CFA credential.
Is Damanjit Minhas registered with the SEC?
Yes. Damanjit Minhas is registered as an investment adviser representative in WA (CRD 8310426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacifica Partners manage?
Pacifica Partners reports $128.2M across 414 accounts in assets under management.
How do I contact Damanjit Minhas?
Through Damanjit's website, www.pacificapartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacifica Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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