Pacific Investment Advisory
Pacific Investment Advisory (CRD# 133484) is a financial advisory firm headquartered in , . They manage $28,029,880 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$383,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
James Phillips (CRD# 3098100) is an Investment Advisor Representative working at Pacific Investment Advisory in La Canada Flintridge, CA and has over 18 years of experience in the finance industry.