CRD: 136813
Pacific Investment Counsel, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum wave
- Established Date
- 03-18-1987
- Office Locations
- 1
Office Locations
About Pacific Investment Counsel, Inc.
Pacific Investment Counsel is a fee-only, fiduciary RIA in Huntington Beach, CA providing discretionary investment account management as its sole service, managing the full investment process. Principal-owned and independent of banks/brokerages, the firm has managed client assets continuously for 50+ years including its 1970 predecessor, led by president/portfolio manager S. David Andrew (35+ years’ experience). Portfolios are primarily ETF-based with mutual funds; custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
STEPHEN DAVID ANDREW
Portfolio Manager, President
- CRD
- #1850176
- Ownership
- 75% or more
DIANE PARKER ANDREW
DIRECTOR, Portfolio Manager, Secretary
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,624,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,624,464 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,624,464
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,227,348,903 | 25.6% |
| Public Funds | $3,262,718,120 | 37.5% |
| Cash | $3,210,514,631 | 36.9% |
| Total | $8,700,581,654 | 100.0% |