AdvisorOS Directory
Claim Profile
AF

Alison M. Fong

PACIFIC ASSET MANAGEMENT, LLC·PORT ORCHARD, Washington
Unclaimed Profile
1590 BAY STREET, PORT ORCHARD, WA 98366CRD# 4000684Firm CRD# 115157
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT ORCHARD?

Browse all registered financial advisors in PORT ORCHARD, Washington or claim this profile if it's yours.

Browse PORT ORCHARD AdvisorsAre you this advisor? Claim profile

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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PORT ORCHARD
Donald Gaylen Creech — INVESTOR RESOURCES INCPerry Thomas Sikes Jr — INVESTOR RESOURCES INC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile