4320 Harborview Dr
Gig Harbor, Washington 98332
Tel: 253-649-4600
PACIFIC ASSET MANAGEMENT, LLC, formally registered with the SEC as PACIFIC ASSET MANAGEMENT, LLC. The firm was established in 02/04/2002. They have over 2 offices throughout the country.
PACIFIC ASSET MANAGEMENT, LLC is a Gig Harbor, Washington based Financial Planning firm with nearly $254,800,000 assets under management, offering retirement planning & investment advisory services to 372 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115157 |
SEC# | 801-60894 |
Assets Managed by Firm | $254,800,000 |
No. of Clients | 372 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 372 | $254,800,000 |
Individuals (other than high net worth individuals) | 274 | $93,310,000 |
High net worth individuals | 90 | $145,980,000 |
Pension and profit sharing plans | 6 | $12,350,000 |
Corporations or other businesses | 2 | $3,160,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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