Overview
Assets Under Management: $190 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 52
Average Client Assets: $2.2 million
Frequently Asked Questions
PACIFIC VALUE, 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 #147086), PACIFIC VALUE, LLC is subject to fiduciary duty under federal law.
PACIFIC VALUE, LLC is headquartered in BOISE, ID.
PACIFIC VALUE, LLC serves 52 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, PACIFIC VALUE, LLC offers portfolio management for individuals. View all service details ↓
PACIFIC VALUE, LLC manages $190 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, PACIFIC VALUE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.05%
Average Client Assets: $2.2 million
Total Client Accounts: 433
Discretionary Accounts: 433
Regulatory Filings
CRD Number: 147086
Filing ID: 2070476
Last Filing Date: 2026-03-26 12:19:42