Pacific Asset Management, LLC

Pacific Asset Management, LLC (CRD# 115157) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $254,800,000 in 372 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $684,946
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Pacific Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian W. Cox
CRD#: 5597176
4320 Harborview Dr, Gig Harbor, WA 98332

Brian Cox (CRD# 5597176) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 15 years of experience in the finance industry.

2
Donald F. Cox
CRD#: 3223017
4320 Harborview Dr, Gig Harbor, WA 98332

Donald Cox (CRD# 3223017) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has 1 year of experience in the finance industry.

3
Ralph G. Latza
CRD#: 4060763
4320 Harborview Dr, Gig Harbor, WA 98332

Ralph Latza (CRD# 4060763) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 18 years of experience in the finance industry.

4
Gary L. Lucy
CRD#: 1609126
4320 Harborview Dr, Gig Harbor, WA 98332

Gary Lucy (CRD# 1609126) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 37 years of experience in the finance industry.

5
Joshua A. Morin
CRD#: 6437979
4320 Harborview Dr, Gig Harbor, WA 98332

Joshua Morin (CRD# 6437979) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 9 years of experience in the finance industry.

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