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Building 2THE PACIFIC GROUP

Map pinLOS ANGELES, CA
Phone310-807-0140
NotebookSEC #801-113734
Total AUM
$71.1M
Employees
3
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 S. GRAND AVE
SUITE 1650
LOS ANGELES
CA 90071
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
310-807-0140
Other Offices
1

ReceiptFinancials

Total AUM
$71.1M
Accounts
241
Discretionary
$69.2M
Accounts
237
Non-Discretionary
$1.9M
Accounts
4

ContactClients

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Individual Clients
82
AUM
$19.7M
HNW Individual Clients
32
AUM
$35.9M
Pension/Profit Sharing Plan Clients
28
AUM
$10.4M
Corporation or Business Clients
7
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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