George Henning
George Henning is a registered investment advisor at Pacific Global Investment Management CO, based in Glendale, CA, with 40 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 175 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11M+ | 0.50% |
The payment schedule and fees may be negotiated. For certain accounts with assets below the minimum account size, Pacific Global may charge a minimum quarterly fee.
Fee Estimator
Location
500 N. Brand Blvd, Ste 2160, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2020Other Business Activities
George is the Chairman and President of Pacific Global Investment Management Co, the parent company of PGFD, since 1991. He dedicates full-time hours to overseeing company operations, business development, and portfolio management.
Employment History
Current Registrations
Pacific Global Investment Management CO
Previous Registrations
Pacific Global Fund Distributors, INC.Broker
Financial West GroupBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Chubb Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.