PIMCO Investments LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
579
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
154957
Registered since
January 19, 2011

Firm profile

FINTRX

Overview

PIMCO Investments LLC is organized as a limited liability company and is listed in FINTRX as having registered with the SEC in 2011. The dataset classifies the entity as an investment bank and identifies its ownership as a domestic entity and individual. FINTRX does not provide narrative detail about the firm’s advisory activities, business lines, fee schedules or client segments. The record flags several operational characteristics: the firm is not identified as a capital allocator, is not an active ESG investor, is not flagged as a multistate adviser, and is not characterized as a newly formed adviser, pension consultant, or related adviser. Beyond those attribute flags, the profile contains minimal public-facing detail about investment approach or client-facing services.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 5
  • JOHN KIRKOWSKI

    Managing Director and Chief Financial OfficerCRD 4241981

  • CANDICE WHITTEN

    Managing Director and Chief Financial OfficerCRD 4460452

  • KIMBERLEY KORINKE

    Managing Director and Chief Financial OfficerCRD 4850363

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Contacts

3 of 574
  • JAMES AMORELLA

    Registered RepresentativeCRD 4310147

  • SHAUN BYRD

    SVPCRD 5494924

  • ANDREW MALOY

    Executive Vice PresidentCRD 6547101

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1633 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth