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PACIFIC VALUE, LLC
CRD 147086 · SEC 801-69129
101 SOUTH CAPITOL BLVD., SUITE 502, BOISE, ID, 83702, United States
Phone
208-331-2315
Fax
208-331-2316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.0M
Discretionary AUM
$190.0M
Team
4 total employees; 3 advisory reps; 169 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $40.0M |
| High net worth individuals | 52 | $116.0M |
| Pension/profit sharing plans | 5 | $12.0M |
| Charitable organizations | 1 | $4.0M |
| Corporations/business entities | 1 | $18.0M |
States served
ID, WA, TX
All web addresses on file
Official SEC filing: View on IAPD