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PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

101 N. Brand Blvd
Ste 1950
Glendale, California 91203
Tel: 818-242-6693

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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 $638,090,351 assets under management, offering retirement planning & investment advisory services to 929 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106962
SEC#801-41668
Assets Managed by Firm$638,090,351
No. of Clients929
No. of Advisors14

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total929$638,090,351
Individuals (other than high net worth individuals)222$38,536,067
High net worth individuals303$570,848,906
Pension and profit sharing plans1$6,303,317
Charitable organizations3$13,195,148
Corporations or other businesses3$9,206,913

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