PACIFIC VALUE, LLC

101 South Capitol Blvd.
Suite 502
Boise, Idaho 83702
Tel: 208-331-2315

About PACIFIC VALUE, LLC

PACIFIC VALUE, LLC, formally registered with the SEC as PACIFIC VALUE, LLC. The firm was established in 05/12/2008. They have over 1 offices throughout the country.

PACIFIC VALUE, LLC is a Boise, Idaho based Financial Planning firm with nearly $156,000,000 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147086
SEC#	801-69129
Assets Managed by Firm	$156,000,000
No. of Clients	475
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	475	$156,000,000
Individuals (other than high net worth individuals)	190	$100,000,000
High net worth individuals	30	$46,000,000
Pension and profit sharing plans	6	$10,000,000

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