Austin Whitt Rutledge

CFA

Pacific Income Advisers INC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Pacific Income Advisers INC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

2,521 clients

Average Client Portfolio

$836K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$70K

Financial Planning:Investment management only

Location

Chapel Hill, NC

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Pacific Income Advisers INC

September 2008 - Present · 17 yrs 5 mos

State Registrations2 states

CANC

Advisor

Exams

No exam information available for this advisor.