PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

650 Newport Center Drive
Newport Beach, California 92660
Tel: (949) 720-6000

About PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC, formally registered with the SEC as PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. The firm was established in 11/14/1994. They have over 7 offices throughout the country.

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a Newport Beach, California based Financial Planning firm with nearly $2,615,929,249,500 assets under management, offering retirement planning & investment advisory services to 2811 clients. The firm is staffed with 3194 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104559
SEC#	801-48187
Assets Managed by Firm	$2,615,929,249,500
No. of Clients	2811
No. of Advisors	3194

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CERTAIN NON-DISCRETIONARY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2811	$2,615,929,249,500
Individuals (other than high net worth individuals)	1559	$25,325,924,781
High net worth individuals	3061	$2,141,734,016
Pension and profit sharing plans	489	$188,426,399,733
Charitable organizations	71	$22,103,156,910
Corporations or other businesses	314	$34,709,934,766

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