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Alison M. Fong

PACIFIC ASSET MANAGEMENT, LLC·PORT ORCHARD, Washington
Clean recordPACIFIC 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alison M. Fong is a registered financial advisor based in PORT ORCHARD, Washington, affiliated with PACIFIC ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PACIFIC ASSET MANAGEMENT, LLC
PACIFIC ASSET MANAGEMENT, LLC
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PACIFIC ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4000684
Firm CRD# 115157
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alison M. Fong offer?
Alison M. Fong specializes in Investment Management, Fee-Only Advisory. Contact their office in PORT ORCHARD, Washington for a consultation.
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, working with PACIFIC ASSET MANAGEMENT, LLC. Their office serves clients in the PORT ORCHARD metropolitan area and surrounding communities.
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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Other Advisors at PACIFIC ASSET MANAGEMENT, LLC

Brian Whitfield Cox
GIG HARBOR, WA
Donald Francis Cox
GIG HARBOR, WA
Gary Lee Lucy
GIG HARBOR, WA
Joshua A Morin
GIG HARBOR, WA
Eric F Mcginnis
GIG HARBOR, WA

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