Pacific Income Advisers Inc
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 104719
- Registered since
- September 4, 1986
- Website
- www.pacificincome.com
- Custodians
- MORGAN STANLEY & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies33.48%
- Other19.39%
- Individuals15.26%
- Corporations / Businesses11.85%
- Sovereign Wealth Funds5.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Income Advisers Inc is a small-capitalization, SEC-registered corporate adviser that provides portfolio management to individuals, families, pooled vehicles and institutional clients. The firm has been registered with the SEC since 1986 and charges clients on a percentage-of-AUM fee basis. Its advisory scope includes separately managed accounts and management for investment companies and other pooled investment vehicles. The firm does not identify as an active ESG investor. Regulatory and industry affiliations reported include activity as a broker-dealer, an insurance company relationship, and roles as sponsor or managing member of pooled investment vehicles. Pacific Income Advisers positions itself with a fixed-income emphasis: its filings show a concentrated use of government bonds as a core holding type and a stated preference for fixed-income allocations across client portfolios.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds47%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds23%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Joseph Mcadams
President, Chief Executive OfficerCRD 2173886

Denise Adamczyk
Chief Compliance OfficerCRD 2859934
Contacts
3 of 6
Austin Rutledge
Managing Director and Portfolio ManagerCRD 4140660

Joseph Mcadams
Managing DirectorCRD 2335709

Daniel Meyer
Managing Director & Portfolio ManagerCRD 5647024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, 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
- 2321 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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