Pacific Global Investment Management Co

Pacific Global Investment Management Co (CRD# 106962) is a financial advisory firm headquartered in Glendale, CA. They manage $527,208,727 in 824 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    527
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $639,816
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, DC, FL, HI, NY, TN, TX, WA

Financial Advisors at Pacific Global Investment Management Co
Showing 1 - 8 of 8 top financial advisors.
1
Becky E. Farrant
CRD#: 4345065
485 N Keller Rd, Suite 525, Maitland, FL 32751
96
Wealthminder
score

Becky Farrant (CRD# 4345065) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Maitland, FL and has over 15 years of experience in the finance industry. Becky Farrant 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
Samuel C. Coquillard
CRD#: 2618780
101 N. Brand Blvd, Ste 1950, Glendale, CA 91203
93
Wealthminder
score

Samuel Coquillard (CRD# 2618780) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has over 21 years of experience in the finance industry.

3
George A. Henning
CRD#: 1319433
101 N. Brand Blvd, Ste 1950, Glendale, CA 91203
93
Wealthminder
score

George Henning (CRD# 1319433) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has over 31 years of experience in the finance industry.

4
Charles J. Suh
CRD#: 4470195
101 N. Brand Blvd, Ste 1950, Glendale, CA 91203
93
Wealthminder
score

Charles Suh (CRD# 4470195) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has over 14 years of experience in the finance industry.

5
Joseph T. Worsham
CRD#: 2923453
485 N. Keller Road, Suite 525, Maitland, FL 32751
93
Wealthminder
score

Joseph Worsham (CRD# 2923453) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Maitland, FL and has over 19 years of experience in the finance industry.

6
Margaret Marapao
CRD#: 5292568
101 N. Brand Blvd, Ste 1950, Glendale, CA 91203
90
Wealthminder
score

Margaret Marapao (CRD# 5292568) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has 1 year of experience in the finance industry. Margaret Marapao 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.

7
Peter Vaughn
CRD#: 6582418
South Pasadena, CA
87
Wealthminder
score

Peter Vaughn (CRD# 6582418) is an Investment Advisor Representative working at Pacific Global Investment Management Co in South Pasadena, CA and has 1 year of experience in the finance industry.

8
Edward E. Bryant
CRD#: 5603187
101 N. Brand Blvd, Ste 1950, Glendale, CA 91203
81
Wealthminder
score

Edward Bryant (CRD# 5603187) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has over 8 years of experience in the finance industry.

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