LW Pacific Investments LLC
RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$577K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 171641
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LW Pacific Investments LLC is a small, owner-operated investment adviser organized as an LLC that provides portfolio management services to individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio oversight. The adviser does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds25%
- Non-Exchange Traded Equities20%
Contacts
1 of 1
Benjamin Chang
Technology Investment Banking AnalystCRD 6463462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations