Pacific Asset Management, LLC

Pacific Asset Management, LLC (CRD# 115157) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $161,800,000 in 400 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $404,500
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.

CA, WA

Financial Advisors at Pacific Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Gary L. Lucy
CRD#: 1609126
4320 Harborview Dr, Gig Harbor, WA 98332
96
Wealthminder
score

Gary Lucy (CRD# 1609126) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 31 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
4320 Harborview Dr, Gig Harbor, WA 98332
93
Wealthminder
score

Brian Cox (CRD# 5597176) 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.

3
Donald R. Gardner
CRD#: 2532432
4320 Harborview Dr, Gig Harbor, WA 98332
93
Wealthminder
score

Donald Gardner (CRD# 2532432) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 23 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 10 years of experience in the finance industry.

5
Eric F. McGinnis
CRD#: 6264467
4320 Harborview Dr, Gig Harbor, WA 98332
90
Wealthminder
score

Eric McGinnis (CRD# 6264467) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 4 years of experience in the finance industry.

6
Joshua A. Morin
CRD#: 6437979
4320 Harborview Dr, Gig Harbor, WA 98332
90
Wealthminder
score

Joshua Morin (CRD# 6437979) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 3 years of experience in the finance industry.

7
Peter B. Gilroy
CRD#: 6832694
601 W Railroad Ave #400, Shelton, WA 98584
89
Wealthminder
score

Peter Gilroy (CRD# 6832694) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Shelton, WA and has over 2 years of experience in the finance industry.

8
Donald F. Cox
CRD#: 3223017
4320 Harborview Dr, Gig Harbor, WA 98332
87
Wealthminder
score

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.

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