Pacific Investment Research

Pacific Investment Research (CRD# 132063) is a financial advisory firm headquartered in Orange, CA. They manage $90,871,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

942 E. Chapman Ave., Orange, CA 92866

https://pacificinvestmentresearch.com

By the Numbers

Total Assets Under Management

91

MILLION
Total Number of Accounts

88

ACCOUNTS
Average Account Value

$1,032,625

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Pacific Investment Research

Showing 1 - 2 of 2 top financial advisors.

Nathaniel G. Hoskin

CRD#: 7061056

942 E. Chapman Ave., Orange, CA 92866

Nathaniel Hoskin (CRD# 7061056) is an Investment Advisor Representative working at Pacific Investment Research in Orange, CA and has over 5 years of experience in the finance industry.

Richard B. Schultz

CRD#: 2122190

Santa Ana, CA

Richard Schultz (CRD# 2122190) is an Investment Advisor Representative working at Pacific Investment Research in Santa Ana, CA and has over 33 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals