Investment adviser · CRD 108740

PACWEST FINANCIAL MANAGEMENT INC

Investment adviser filing (IA)

PACWEST FINANCIAL MANAGEMENT, INC.

PHOENIX, AZ, United States · Form ADV filed Mar 11, 2016

Regulatory AUM
$226M
Form ADV · Item 5.F
Client accounts
442
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 11, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

1643 E. BETHANY HOME RD.
PHOENIX, AZ, 85016, United States

CRD 108740

Filing source

Form ADV 992180 · Mar 11, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.