Pacific Specialty Investment Group, LLC

Pacific Specialty Investment Group, LLC (CRD# 282463) is a financial advisory firm headquartered in Newport Beach, CA. They manage $61,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $508,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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

Financial Advisors at Pacific Specialty Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott M. Parent
CRD#: 2628201
4100 Campus Dr., Ste 100, Newport Beach, CA 92660
96
Wealthminder
score

Scott Parent (CRD# 2628201) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.

2
Jon M. Lavine
CRD#: 2951842
22691 Plaza, Ste. 222, Mission Viejo, CA 92691
93
Wealthminder
score

Jon Lavine (CRD# 2951842) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Mission Viejo, CA and has over 17 years of experience in the finance industry.

3
Christopher J. Rhodes
CRD#: 3274510
4100 Campus Dr., Ste 100, Newport Beach, CA 92660
81
Wealthminder
score

Christopher Rhodes (CRD# 3274510) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.

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