CRD: 119120
Pacific Horizon Investment Management LLC
$80.8M Total AUM
$80.8M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2001
- Office Locations
- 1
Office Locations
500 Union Street STE 835 Seattle WA
About Pacific Horizon Investment Management LLC
Pacific Horizon Investment Management is an independent, fiduciary RIA based in Seattle focused on personalized financial planning and investment management for individuals and families navigating major life transitions (divorce, widowhood, retirement/Social Security, windfalls, job changes). The firm builds comprehensive, tailored plans and primarily ETF-based portfolios, with advice not tied to any fund family.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PATRICIA REEBS ELMER
Governor
- CRD
- #1206371
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
W
William Galt Robbins
Principal
- CRD
- #7003247
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,826,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,826,371 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing