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Building 2PACIFIC PORTFOLIO CONSULTING LP

Map pinSEATTLE, WA
Phone206-623-6641
NotebookSEC #801-42931
Total AUM
$919.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO UNION SQUARE
601 UNION STREET, SUITE 4343
SEATTLE
WA 98101
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
206-623-6641

ReceiptFinancials

Total AUM
$919.9M
Accounts
227
Discretionary
$121.2M
Accounts
148
Non-Discretionary
$798.7M
Accounts
79

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAWA

HandshakeAffiliates

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

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