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PACIFIC ASSET MANAGEMENT, LLC
PACIFIC ASSET MANAGEMENT, LLC
GIG HARBOR, Washington
·
6 registered advisors
·
CRD# 115157
SEC# 801-60894
1
253-649-4600
01
Firm Overview
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PACIFIC ASSET MANAGEMENT, LLC
6 registered advisors
Alison M. Fong
PORT ORCHARD, Washington
CRD# 4000684
Brian Whitfield Cox
GIG HARBOR, Washington
CRD# 5597176
Donald Francis Cox
GIG HARBOR, Washington
CRD# 3223017
Eric F Mcginnis
GIG HARBOR, Washington
CRD# 6264467
Gary Lee Lucy
GIG HARBOR, Washington
CRD# 1609126
Joshua A Morin
GIG HARBOR, Washington
CRD# 6437979
05
Office Locations
GIG HARBOR, Washington
5 advisors
PORT ORCHARD, Washington
1 advisor
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Data sourced from SEC Form ADV filings. PACIFIC ASSET MANAGEMENT, LLC (CRD# 115157) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.