PACIFIC ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2002

Total AUM

$385M

Discretionary

$385M

100% of AUM

Avg account

$1M

Accounts

377

Employees

Advisory reps

Firm details

Headquarters: GIG HARBOR, Washington
CRD number: 115157
Registered since: February 4, 2002
Website: www.pacificasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI72.67%
Individuals23.79%
Pension & Profit Sharing Plans2.5%
Corporations / Businesses1.04%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pacific Asset Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 2002. The firm bills itself primarily as a portfolio manager for individuals, small businesses and institutional clients, charging fees as a percentage of assets under management. Pacific Asset Management reports it is not active on ESG mandates and does not operate as a multi-state adviser. The firm lists an affiliation with accounting professionals and was named one of "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
US Government Bonds6%
Exchange Traded Equities4%
Cash & Cash Equivalents3%

Contacts

3 of 5

PETER SAYAH
Investment Advisor RepresentativeCRD 6488724
GARY LUCY
Founder & Investment Advisor RepresentativeCRD 1609126
BRIAN COX
Registered Representative, Registered Principal, Registered Investment AdvisorCRD 5597176