PACIFIC ADVISORY GROUP INC
PACIFIC ADVISORY GROUP INC of ATHERTON, CA is an SEC-registered investment adviser (CRD 105583). Regulatory assets under management: $185.1M.
Registration
- CRD: 105583
- SEC file number: 801-31081
- Type: Registered investment adviser
- Location: 3301 EL CAMINO REAL, STE 250, ATHERTON, CA, 94027
- Phone: 650-368-9900
- Latest filing: 2011-03-31
- Regulatory AUM: $185.1M
- Discretionary AUM: $123.2M
- Non-discretionary AUM: $61.8M
- Clients: 1
- Accounts: 316
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| ADAMS ROBERT TERRY | PRESIDENT | — |
| ADAMS SUSAN STEBBINS | SECRETARY | — |
| SMITH JAYNE LOUISE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| FRANKS JAYNE LOUISE | COMPLIANCE OFFICER | — |
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