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 an institutional registered investment adviser focused on income-oriented strategies. The firm is SEC registered (1986) and charges clients on a percentage-of-AUM basis. Its client mix includes individual and family investors as well as institutional accounts; its advisory work spans portfolio management for individuals and small businesses, investment companies, pooled vehicles, and other institutions. The firm reports a preference for fixed-income investments and does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
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
- 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
Chief Executive OfficeCRD 2335709
Denise Adamczyk
Chief Compliance OfficerCRD 2859934
Contacts
3 of 5
Daniel Meyer
Managing Director & Portfolio ManagerCRD 5647024
Austin Rutledge
Managing Director and Portfolio ManagerCRD 4140660
Timothy Tarpening
Executive Vice PresidentCRD 1711007
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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