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Building 2PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY

Map pinGLENDALE, CA
Phone800-404-6693
NotebookSEC #801-41668
Total AUM
$87.5M
Employees
6
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 N. BRAND BLVD
STE 2160
GLENDALE
CA 91203
United States
Operating Hours
8:00AM - 3:00PM PT
Monday - Friday
Phone
800-404-6693

ReceiptFinancials

Total AUM
$87.5M
Accounts
198
Discretionary
$86.9M
Accounts
197
Non-Discretionary
$581.4K
Accounts
1

ContactClients

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Individual Clients
79
AUM
$15.6M
HNW Individual Clients
45
AUM
$64.2M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
2
AUM
$4.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHI

HandshakeAffiliates

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

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