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TAIYO PACIFIC PARTNERS L.P.
5300 Carillon Point
Kirkland, Washington 98033
Tel: 425-896-5300
About TAIYO PACIFIC PARTNERS L.P.
TAIYO PACIFIC PARTNERS LP, formally registered with the SEC as TAIYO PACIFIC PARTNERS LP. The firm was established in 03/16/2012. They have over 2 offices throughout the country.
TAIYO PACIFIC PARTNERS L.P. is a Kirkland, Washington based Financial Planning firm with nearly $1,720,319,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160930 |
| SEC# | 801-73713 |
| Assets Managed by Firm | $1,720,319,000 |
| No. of Clients | 7 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $1,720,319,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $452,860,000 |
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