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Home > Retirement Planners > california > glendale > PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
101 N. Brand Blvd
Ste 1950
Glendale, California 91203
Tel: 818-242-6693
About PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO, formally registered with the SEC as PACIFIC GLOBAL INVESTMENT MANAGEMENT CO. The firm was established in 06/17/1992. They have over 1 offices throughout the country.
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO is a Glendale, California based Financial Planning firm with nearly $740,154,735 assets under management, offering retirement planning & investment advisory services to 973 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106962 |
| SEC# | 801-41668 |
| Assets Managed by Firm | $740,154,735 |
| No. of Clients | 973 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 973 | $740,154,735 |
| Individuals (other than high net worth individuals) | 228 | $44,426,925 |
| High net worth individuals | 309 | $660,506,001 |
| Pension and profit sharing plans | 1 | $9,936,348 |
| Charitable organizations | 3 | $14,900,520 |
| Corporations or other businesses | 4 | $10,384,941 |
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