Pacific Asset Management, LLC

Pacific Asset Management, LLC (CRD# 115157) is a financial advisory firm headquartered in Port Orchard, WA. They manage $149,965,000 in 800 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $187,456
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, WA

Financial Advisors at Pacific Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gary L. Lucy
CRD#: 1609126
1590 Bay Street, Port Orchard, WA 98366
96
Wealthminder
score

Gary Lucy (CRD# 1609126) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 29 years of experience in the finance industry. Gary Lucy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian W. Cox
CRD#: 5597176
1590 Bay Street, Port Orchard, WA 98366
93
Wealthminder
score

Brian Cox (CRD# 5597176) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 7 years of experience in the finance industry.

3
Donald R. Gardner
CRD#: 2532432
1590 Bay Street, Port Orchard, WA 98366
93
Wealthminder
score

Donald Gardner (CRD# 2532432) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 22 years of experience in the finance industry.

4
David C. Rhine
CRD#: 5481844
1590 Bay Street, Port Orchard, WA 98366
93
Wealthminder
score

David Rhine (CRD# 5481844) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 8 years of experience in the finance industry.

5
Eric F. McGinnis
CRD#: 6264467
1590 Bay Street, Port Orchard, WA 98366
89
Wealthminder
score

Eric McGinnis (CRD# 6264467) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 2 years of experience in the finance industry.

6
Joshua A. Morin
CRD#: 6437979
1590 Bay Street, Port Orchard, WA 98366
88
Wealthminder
score

Joshua Morin (CRD# 6437979) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has 1 year of experience in the finance industry.

7
Donald F. Cox
CRD#: 3223017
1590 Bay Street, Port Orchard, WA 98366
87
Wealthminder
score

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

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