Overview
Assets Under Management: $255 million
Headquarters: GIG HARBOR, WA
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 372
Discretionary Accounts: 372
Regulatory Filings
CRD Number: 115157
Last Filing Date: 2025-02-27 00:00:00
Website: https://pacificasset.com