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Building 2PACIFIC SPECIALTY INVESTMENT GROUP, LLC

Map pinNEWPORT BEACH, CA
Phone(949) 379-7333
NotebookSEC #801-136588
Total AUM
$123.2M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 CAMPUS DR., STE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(949) 379-7333

ReceiptFinancials

Total AUM
$123.2M
Accounts
265
Discretionary
$123.2M
Accounts
265
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$26.2M
HNW Individual Clients
42
AUM
$97M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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