PACIFIC PORTFOLIO CONSULTING, LLC
About PACIFIC PORTFOLIO CONSULTING, LLC
PACIFIC PORTFOLIO CONSULTING, LLC is a Seattle, Washington based financial advisory firm with nearly $4,797,657,331 in assets under management and provides investment advisory services for 530 clients. There are currently 22 financial advisors at the firm.
139505
801-66277
$4,797,657,331
530
22
12
1
Approved since Jan 8, 2006
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
A percentage of AUM, Hourly charges, Fixed fees
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 285 | $241,809,931 |
| High net worth individuals | 179 | $1,308,420,377 |
| Pension and profit sharing plans | 46 | $2,958,880,450 |
| Charitable organizations | 9 | $209,504,293 |
| Corporations or other businesses | 11 | $79,042,280 |
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