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PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
CRD 106962 · SEC 801-41668
500 N. BRAND BLVD, STE 2160, GLENDALE, CA, 91203, United States
Phone
800-404-6693
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$87.5M
Discretionary AUM
$86.9M
Team
6 total employees; 1 advisory reps; 140 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $15.6M |
| High net worth individuals | 45 | $64.2M |
| Charitable organizations | 1 | $2.9M |
| Corporations/business entities | 2 | $4.8M |
States served
CA, HI, FL
All web addresses on file
Official SEC filing: View on IAPD