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Pacific Asset Management, LLC

● SEC registered since 2002CRD 115157SEC# 801-60894Gig Harbor, WA
Export (members)
Reg. AUM
$279.4M
Employees
6
Accounts
368
Location
Gig Harbor, WA

Pacific Asset Management, LLC assets under management

Pacific Asset Management, LLC is an investment advisory firm registered with the SEC based in Gig Harbor, WA. The firm has been registered since 2002. It reports $279.4 million in regulatory assets under management and employs 6 people.
www.pacificasset.comView on SEC.gov ↗

Pacific Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Whitfield Cox ControlManaging Member50-75%2012
Joshua A Morin ControlChief Compliance Officer50-75%2019

Frequently asked questions

How much does Pacific Asset Management, LLC manage?

Pacific Asset Management, LLC reports $279.4 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Asset Management, LLC have?

Pacific Asset Management, LLC reports 6 employees.

Where is Pacific Asset Management, LLC located?

Pacific Asset Management, LLC is based in Gig Harbor, WA and has been SEC-registered since 2002.

Does Pacific Asset Management, LLC disclose fund performance?

Pacific Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4320 Harborview Dr, Gig Harbor, WA 98332
Phone253-649-4600
Fax253-649-4696
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$279.4M
Non-discretionary$0
Total (RAUM)$279.4M