Pacific Investment Counsel, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 136813
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.58%
- Pension & Profit Sharing Plans15.54%
- Individuals13.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Investment Counsel, Inc. is a corporation focused on providing portfolio management services to individuals, families, and small businesses. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and fixed fees. While it does not classify itself as an active ESG investor, it offers tailored investment strategies that align with the specific needs of its clients. The firm is not a capital allocator and does not engage in pension consulting or multi-state advisory services.
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 Equities70%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Stephen Andrew
President and OwnerCRD 1850176
Diane Andrew
DirectorCRD 6132668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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