PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

600 Montgomery Street
Suite 4100
San Francisco, California 94111-2816
Tel: 415-398-8000

About PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC, formally registered with the SEC as PACIFIC HEIGHTS ASSET MANAGEMENT, LLC. The firm was established in 01/03/2003. They have over 3 offices throughout the country.

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $3,962,475,562 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124365
SEC#	801-61673
Assets Managed by Firm	$3,962,475,562
No. of Clients	4
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Other (MODEL PORTFOLIO SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$3,962,475,562

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