Pacific Global Investment Management Company
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
FINTRXOverview
Pacific Global Investment Management Company is a corporation operating as an independent registered investment adviser (SEC-registered since 1992). The firm serves both individual and family clients as well as institutional accounts. It uses a mix of fee arrangements—percentage of AUM, hourly charges and fixed fees—and offers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not identified as an active ESG investor. The firm is described as owned by a domestic entity and individuals. It does not present itself as a capital allocator or a related adviser, and it is not flagged as a newly formed or multi-state adviser in the provided snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Investment Grade Corp Bonds4%
Owners & executives
2 of 2
George Henning
CEOCRD 1319433

Barbara Kelley
Chief Compliance OfficerCRD 1460423
Contacts
3 of 4Becky Farrant
Compliance OfficerCRD 4345065

Julie Ford
PrincipalCRD 5026077

Catherine Henning
Senior Vice PresidentCRD 2930190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glendale, CA
Los Angeles
Location
Glendale, CA
Headquartered in Glendale, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 500 N Brand Blvd
- Time zone
- PT (UTC-8)
- Office locations
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