PACIFIC INVESTMENT RESEARCH
Firm details
- Headquarters
- ORANGE, California
- CRD number
- 132063
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.52%
- Individuals23.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Investment Research is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individual clients and small businesses. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments for individuals and families, emphasizing tailored financial solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Non-Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1RICHARD SCHULTZ
PresidentCRD 2122190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORANGE, CA
ORANGE
Location
ORANGE, CA
Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 942 E Chapman Ave
- Time zone
- PT (UTC-8)
- Office locations
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