Overview
Assets Under Management: $2990.2 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 564
Average Client Assets: $49 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 564
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.93
Average High-Net-Worth Client Assets: $49 million
Total Client Accounts: 2,793
Discretionary Accounts: 2,785
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 104559
Filing ID: 2008995
Last Filing Date: 2025-08-11 21:06:00
Website: https://pimco.com