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PACIFIC ASSET MANAGEMENT, LLC

4320 Harborview Dr
Gig Harbor, Washington 98332
Tel: 253-649-4600

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About PACIFIC ASSET MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#115157
SEC#801-60894
Assets Managed by Firm$254,800,000
No. of Clients372
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total372$254,800,000
Individuals (other than high net worth individuals)274$93,310,000
High net worth individuals90$145,980,000
Pension and profit sharing plans6$12,350,000
Corporations or other businesses2$3,160,000

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