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Last updated: February 23rd, 2020. Data source: SEC filings.
Pacific Asset Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 advisors. Pacific Asset Management manages $181.5 million and provides investment advisory services for 396 clients (1:80 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$458,457|
|Total AUM||$181.5 million|
|Advisor / Client Ratio||1:80|
|Headquarters||4320 Harborview DR Gig Harbor, WA 98332|
|SEC Filings||View SEC IAPD CRD #115157|
|State(s) Registered||CA, OR, TX, WA|