Pacific Income Advisers Inc is a large advisory firm based in Santa Monica. It manages $7.12 billion of regulatory assets for 3,196 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Pacific Income Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Income Advisers Inc is $7.12 billion. The firm's AUM has grown by 80% since the beginning of its operation, and $53 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Pacific Income Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Heather Una Baines is pooled investment vehicles with 2 clients and $5.04 billion of assets under management. Among the 8 most similar advisory firms, Pacific Income Advisers has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.55 billion for 3,100 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pacific Income Advisers doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Heather Una Baines has been acting as President since 1 Oct 1987. Isabella Rae Aslan joined the executive team most recently as the Cco/Director Of Operations.
The principal office where Pacific Income Advisers Inc performs its advisory services is located at 1299 Ocean Ave Ste 210, Santa Monica, CA 90401 1036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-393-1424 or by fax 310-434-0100. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at pacificincome.com.