PACIFIC INCOME ADVISERS INC

RIASEC RegisteredEst. 1986

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$842K

Accounts

2,673

Employees

Advisory reps

Firm details

Headquarters: EL SEGUNDO, California
CRD number: 104719
Registered since: September 4, 1986
Website: www.pacificincome.com
Custodians: MORGAN STANLEY & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Investment Companies33.48%
Other19.39%
Individuals15.26%
Corporations / Businesses11.85%
Sovereign Wealth Funds5.71%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pacific Income Advisers Inc. is a corporation registered with the SEC since 1986 that provides fee-based portfolio management for individuals, small businesses, pooled vehicles, investment companies and institutions. Its client base spans individual and family clients as well as institutional clients. The firm charges a percentage-of-assets fee and is not identified in the data as an active ESG investor. In addition to advisory work, the firm has industry ties that include broker‑dealer relationships, insurance-company affiliations, other registered advisers, and roles as sponsor, general partner or managing member for pooled investment vehicles.