Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > idaho > boise > PACIFIC VALUE, LLC
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 |
More Retirement Planning firms in Boise, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
Explore More Retirement Advisors in Boise, Idaho