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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $383,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Pacific Investment Advisory
Showing 1 - 1 of 1 top financial advisors.
1
James A. Phillips
CRD#: 3098100
La Canada Flintridge, CA
93
Wealthminder
score

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.

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