PACIFIC INVESTMENT RESEARCH
PACIFIC INVESTMENT RESEARCH of ORANGE, CA is an SEC-registered investment adviser (CRD 132063). Regulatory assets under management: $150.5M.
Registration
- CRD: 132063
- SEC file number: 801-64529
- Type: Registered investment adviser
- Location: 942 E. CHAPMAN AVE., ORANGE, CA, 92866
- Phone: 714-731-0848
- Latest filing: 2026-06-10
- Regulatory AUM: $150.5M
- Discretionary AUM: $150.5M
- Clients: 1
- Accounts: 89
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SCHULTZ RICHARD BRYON | PRESIDENT; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
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