PACIFIC ASSET MANAGEMENT, LLC

PACIFIC ASSET MANAGEMENT, LLC of GIG HARBOR, WA is an SEC-registered investment adviser (CRD 115157). Regulatory assets under management: $384.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (10)

NameRoleLocation
Brian Whitfield CoxMANAGING MEMBER—
Joshua A MorinCHIEF COMPLIANCE OFFICER; MEMBER/OWNER—
COX DONALD FRANCISMANAGING MEMBER; MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER—
LUCY GARY LEEMANAGING MEMBER—
SCHULTHEIS WILLIAM JOSEPHMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER—
FONG ALISON MCHIEF COMPLIANCE OFFICER—
COX BRIAN WHITFIELDMANAGING MEMBER; MEMBER—
MCGINNIS ERIC FCHIEF COMPLIANCE OFFICER—
MORIN JOSHUA ACHIEF COMPLIANCE OFFICER—
Kristin Nicole SchlechtenCHIEF COMPLIANCE OFFICER—

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