PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY

RIASEC RegisteredEst. 1992

Total AUM

$87.5M

Discretionary

$86.9M

99% of AUM

Avg account

$442K

Accounts

198

Employees

Advisory reps

Firm details

Headquarters: GLENDALE, California
CRD number: 106962
Registered since: June 17, 1992
Website: pacificglobal.us
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.42%
Individuals17.85%
Corporations / Businesses5.43%
Charitable Organizations3.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pacific Global Investment Management Company is an independent registered investment adviser formed in 1992 that serves both individual/family and institutional clients. The firm offers fee-based financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting. Its billing mix includes percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and, per its snapshot data, is not designated as a multi-state adviser.