Pacific Income Advisers Inc

RIASEC RegisteredEst. 1986
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$842K
Accounts
2,673
Employees
14
Advisory reps
8

Firm details

Headquarters
El Segundo, California
CRD number
104719
Registered since
September 4, 1986
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 small-capitalization, SEC-registered corporate adviser that provides portfolio management to individuals, families, pooled vehicles and institutional clients. The firm has been registered with the SEC since 1986 and charges clients on a percentage-of-AUM fee basis. Its advisory scope includes separately managed accounts and management for investment companies and other pooled investment vehicles. The firm does not identify as an active ESG investor. Regulatory and industry affiliations reported include activity as a broker-dealer, an insurance company relationship, and roles as sponsor or managing member of pooled investment vehicles. Pacific Income Advisers positions itself with a fixed-income emphasis: its filings show a concentrated use of government bonds as a core holding type and a stated preference for fixed-income allocations across client portfolios.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 47%, Public Funds/Mutual Funds 26%, Investment Grade Corp Bonds 23%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%47%
  • US Government Bonds47%
  • Public Funds/Mutual Funds26%
  • Investment Grade Corp Bonds23%
  • Non-Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Joseph Mcadams

    Joseph Mcadams

    President, Chief Executive OfficerCRD 2173886

  • Denise Adamczyk

    Denise Adamczyk

    Chief Compliance OfficerCRD 2859934

Contacts

3 of 6
  • Austin Rutledge

    Austin Rutledge

    Managing Director and Portfolio ManagerCRD 4140660

  • Joseph Mcadams

    Joseph Mcadams

    Managing DirectorCRD 2335709

  • Daniel Meyer

    Daniel Meyer

    Managing Director & Portfolio ManagerCRD 5647024

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2321 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth