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Building 2PACIFIC FINANCIAL RESEARCH INVESTMENT MANAGEMENT

Map pinBEVERLY HILLS, CA
Phone310-247-3939
NotebookSEC #801-54352
Total AUM
$341.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9601 WILSHIRE BLVD, SUITE 800
BEVERLY HILLS
CA 90210-5291
UNITED STATES
Operating Hours
7:30AM TO 4:00PM
Monday - Friday
Phone
310-247-3939

ReceiptFinancials

Total AUM
$341.2M
Accounts
4
Discretionary
$341.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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