← Back to searchVisit website
PACIFIC ASSET MANAGEMENT, LLC
CRD 115157 · SEC 801-60894
4320 HARBORVIEW DR, GIG HARBOR, WA, 98332, United States
Phone
253-649-4600
Fax
253-649-4696
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$384.8M
Discretionary AUM
$384.8M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 248 | $91.5M |
| High net worth individuals | 122 | $279.6M |
| Pension/profit sharing plans | 5 | $9.6M |
| Corporations/business entities | 2 | $4.0M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD