Pacific Specialty Investment Group, LLC

Pacific Specialty Investment Group, LLC (CRD# 282463) is a financial advisory firm headquartered in Newport Beach, CA. They manage $87,000,000 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4100 Campus Dr., Ste 100, Newport Beach, CA 92660
http://psinvestmentgroup.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $334,615
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pacific Specialty Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jon Lavine, financial advisor Mission Viejo CA
Jon M. Lavine
CRD#: 2951842
22691 Plaza, Ste. 222, Mission Viejo, CA 92691

Jon Lavine (CRD# 2951842) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Mission Viejo, CA and has over 25 years of experience in the finance industry.

2
Scott Parent, financial advisor Newport Beach CA
Scott M. Parent
CRD#: 2628201
4100 Campus Dr., Ste 100, Newport Beach, CA 92660

Scott Parent (CRD# 2628201) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

3
Christopher Rhodes, financial advisor Newport Beach CA
Christopher J. Rhodes
CRD#: 3274510
4100 Campus Dr., Ste 100, Newport Beach, CA 92660

Christopher Rhodes (CRD# 3274510) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

4
John Coll, financial advisor Newport Beach CA
John D. Coll
CRD#: 849673
4100 Campus Dr., Ste 100, Newport Beach, CA 92660

John Coll (CRD# 849673) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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