Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,271,264
Clients
137
33% high-net worth
Advisors
4
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
34
LowAverage account size
$571,323
Pacific Global provides discretionary investment management to individuals (including high‑net‑worth clients), institutions and retirement plans primarily through separately managed accounts, and it also offers financial planning and retirement-plan advisory services. Client relationships are governed by written Investment Management Agreements and may include ongoing plan reviews and periodic updates to tailored financial plans.
The firm’s investment process relies on fundamental research and a mix of value‑oriented and core equity strategies alongside fixed‑income and balanced portfolios; portfolio managers typically construct accounts of roughly 30–50 securities, seek multi‑year holding periods, and rebalance balanced and fixed‑income accounts at least quarterly. Pacific Global delivers regular client reporting that includes account performance and economic commentary, and it discloses performance results in its client materials.
Compared with many peers, the firm notes two uncommon practices: it advertises historical performance results beyond routine client reporting and uses borrowing (leverage) in certain separately managed accounts, subject to account agreements and approval. Pacific Global’s prior role managing the Pacific Advisors mutual fund family through early 2020 and its participation in Schwab’s institutional program are additional operational features that distinguish its mix of boutique portfolio management and institutional infrastructure.
$0 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $6,000,000: 0.75% $6,000,001 - $11,000,000: 0.65% $11,000,001+: 0.50%
Financial planning fees range from $250 to $700 per hour with minimum fees ($500 minimum for planning; $250 minimum for consulting).
Annual financial plan updates fees range from $1,000 to $2,500, billed quarterly in advance.
Account minimum: $100,000 Minimum fee: Minimum quarterly fee may apply for accounts below minimum size; specific amount not stated. Fee-only: Financial planning fees charged hourly with rates from $250 to $700 per hour; minimum fees apply ($500 minimum for planning; $250 minimum for consulting). Annual financial plan updates charged $1,000 to $2,500 per year, billed quarterly in advance.
Pacific Global Investment Management Co
500 N. Brand Blvd, Ste 2160
Glendale CA 91203, United States
Number of offices
1
California · Florida · Hawaii
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Glendale, CA
Pacific Global Investment Management Co
CFP®, Series 63, Series 65
Maitland, FL
Pacific Global Investment Management Co
Series 63
Glendale, CA
Pacific Global Investment Management Co
Series 63, Series 65
Honolulu, HI
Pacific Global Investment Management Co
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