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Home > Retirement Planners > washington > gig harbor > PACIFIC ASSET MANAGEMENT, LLC
PACIFIC ASSET MANAGEMENT, LLC
4320 Harborview Dr
Gig Harbor, Washington 98332
Tel: 253-649-4600
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 Status | Approved |
|---|---|
| Firm CRD# | 115157 |
| SEC# | 801-60894 |
| Assets Managed by Firm | $254,800,000 |
| No. of Clients | 372 |
| No. of Advisors | 6 |
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 | 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 |
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