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PACIFIC STRATEGIC MANAGEMENT, LP
711 Lousiana Street
Suite 1660
Houston, Texas 77002
Tel: 713-495-5220
About PACIFIC STRATEGIC MANAGEMENT, LP
PACIFIC STRATEGIC MANAGEMENT, LP, formally registered with the SEC as PACIFIC STRATEGIC MANAGEMENT, LP. The firm was established in 09/26/2003. They have over 1 offices throughout the country.
PACIFIC STRATEGIC MANAGEMENT, LP is a Houston, Texas based Financial Planning firm with nearly $397,521,637 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127990 |
| SEC# | 801-62342 |
| Assets Managed by Firm | $397,521,637 |
| No. of Clients | 49 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $397,521,637 |
| Individuals (other than high net worth individuals) | 46 | $170,105,374 |
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