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 an SEC-registered investment adviser organized as an LLC and operating since 2002. The firm is individually owned and focuses on fee-based portfolio management for individuals, small businesses and institutional clients. Its business model charges a percentage of assets under management and it reports discretionary management across its client base. Pacific Asset Management is not positioned as an ESG-focused manager, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity. The firm has an industry recognition: it was named among "Top RIA Firms to Watch" by investor.com in 2020. An accounting affiliation is noted in the firm’s filings.