PACIFIC INVESTMENT COUNSEL, INC.

PACIFIC INVESTMENT COUNSEL, INC. is an SEC-registered investment adviser (CRD 136813). Regulatory assets under management: $47.6M.

Registration

• CRD: 136813
• Type: Registered investment adviser
• Phone: (714) 815-6014
• Latest filing: 2025-09-19
• Regulatory AUM: $47.6M
• Discretionary AUM: $47.6M
• Clients: 2
• Accounts: 67

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search