Overview
Assets Under Management: $465 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 6
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.67
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 909
Discretionary Accounts: 893
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 107465
Filing ID: 1945856
Last Filing Date: 2025-03-25 07:56:00
Website: https://pacadvisory.com