Pacific Portfolio Consulting, LLC is a large advisory firm based in Seattle. It manages $3.4 billion of regulatory assets for 283 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alaska, California, Oregon, and Washington.
Pacific Portfolio Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Portfolio Consulting, LLC is $3.4 billion. The firm's AUM has grown by 270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Portfolio Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Lawerence Lee Hood is pension and profit sharing plans with 55 clients and $2.41 billion of assets under management. Among the 10 most similar advisory firms, Pacific Portfolio Consulting has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.4 billion for 283 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 Portfolio Consulting doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 7 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lawerence Lee Hood has been acting as President since 1 Jan 2006. Joseph M Schierhorn joined the executive team most recently as the Director Of Pacific Wealth Advisors, Llc.
The principal office where Pacific Portfolio Consulting, LLC performs its advisory services is located at 701 5 Th Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in Anchorage, AK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-623-6641 or by fax 206-623-6653. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at pacific-portfolio.com.