Unclaimed Profile

Alison M. Fong

PACIFIC ASSET MANAGEMENT, LLC·PORT ORCHARD, Washington

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65Clean record23 years registeredPACIFIC ASSET MANAGEMENT, LLC

1590 BAY STREET, PORT ORCHARD, WA 98366CRD# 4000684Firm CRD# 115157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alison M. Fong · PORT ORCHARD, WA

Registration

CRD #4000684 · PACIFIC ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC ASSET MANAGEMENT, LLC

LION STREET ADVISORS, LLC

Dec 2021 – Jan 2024

NEWTON, MA

NORTHWEST ASSET MANAGEMENT

Jun 2015 – Oct 2021

GIG HARBOR, WA

PACIFIC ASSET MANAGEMENT, LLC

Nov 2014 – Jun 2015

PORT ORCHARD, WA

PACIFIC ASSET MANAGEMENT, LLC

Mar 2003 – Nov 2004

PORT ORCHARD, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · March 20, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC ASSET MANAGEMENT, LLC

CRD 115157 · SEC 801-60894

AUM

$255M

Regulatory assets under management

Employees

372 client accounts

Services offered by PACIFIC ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PACIFIC ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alison M. Fong offer?

Alison M. Fong specializes in Investment Management, Fee-Only Advisory.

What are Alison M. Fong's credentials?

Alison M. Fong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alison M. Fong located?

Alison M. Fong is based in PORT ORCHARD, Washington, last registered with PACIFIC ASSET MANAGEMENT, LLC.

How does Alison M. Fong charge for services?

Alison M. Fong's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC ASSET MANAGEMENT, LLC?

PACIFIC ASSET MANAGEMENT, LLC has approximately 7 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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