PACIFIC GLOBAL ADVISORY GROUP LLC

PACIFIC GLOBAL ADVISORY GROUP LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 158601). Regulatory assets under management: $93.7M.

Registration

• CRD: 158601
• Type: Registered investment adviser
• Location: 3949 MAPLE AVENUE, DALLAS, TX, 75219
• Phone: 214-865-6469
• Latest filing: 2026-01-15
• Regulatory AUM: $93.7M
• Discretionary AUM: $93.7M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158601 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search