Overview
Assets Under Management: $397 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 1
Average Client Assets: $185 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.58
Average High-Net-Worth Client Assets: $185 million
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 127990
Filing ID: 1969834
Last Filing Date: 2025-04-04 09:59:00
Website: https://pacificsi.com