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.

Assets & Accounts

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 Funds88%
Exchange Traded Equities6%
US Government Bonds4%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Kristin Schlechten
Chief Compliance OfficerCRD 8237755

Contacts

3 of 5

Ralph Latza
Investment Advisor RepresentativeCRD 4060763
Brian Cox
Managing Partner, Investment Advisor RepresentativeCRD 5597176
Joshua Morin
Registered Principal & Investment Advisor RepresentativeCRD 6437979