Assets Under Management
$111.3M
Number of Clients
90
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pacific Investment Research (PIR) offers personal financial planning and portfolio management services. Financial planning includes cash flow, tax, risk management, estate planning, and portfolio management. Portfolio management provides ongoing advice and monitoring of investments in various forms. PIR primarily invests in exchange-listed stocks, bonds, mutual funds, and ETFs.
942 E. Chapman Ave., Orange, CA, 92866