Overview
Assets Under Management: $279 million
Headquarters: GIG HARBOR, WA
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Frequently Asked Questions
PACIFIC ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115157), PACIFIC ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PACIFIC ASSET MANAGEMENT, LLC is headquartered in GIG HARBOR, WA.
PACIFIC ASSET MANAGEMENT, LLC serves 91 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
PACIFIC ASSET MANAGEMENT, LLC manages $279 million in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, PACIFIC ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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: 368
Discretionary Accounts: 368
Regulatory Filings
CRD Number: 115157
Filing ID: 2029007
Last Filing Date: 2025-11-26 10:30:45
Website: 1