Claim Profile
CL

Charles Matthew Lahr

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC·NEWPORT BEACH, California
Unclaimed Profile
840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4726004Firm CRD# 104559
01

About

Charles Matthew Lahr is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
AUM
$2615.9B
Regulatory assets under management
Employees
3194
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4726004
Firm CRD# 104559
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Matthew Lahr offer?
Charles Matthew Lahr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Charles Matthew Lahr's credentials?
Charles Matthew Lahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Matthew Lahr located?
Charles Matthew Lahr is based in NEWPORT BEACH, California, working with PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Charles Matthew Lahr charge for services?
Charles Matthew Lahr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC INVESTMENT MANAGEMENT COMPANY LLC?
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC has approximately 3194 employees and manages $2615.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty