CRD: 132063
Pacific Investment Research
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- Custodian
- Charles Schwab & Company · Folio Investments · Interactive Brokers · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2004
- Office Locations
- 1
Office Locations
About Pacific Investment Research
Pacific Investment Research is an independent, fee-only boutique RIA providing personalized wealth management and active portfolio management for individuals and couples 55+ approaching or in retirement. Clients work directly with the investment professional managing assets day to day, with proactive communication and portfolios tailored to preferences and goals. Portfolios are primarily ETF-based.
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Owner & Executives
RICHARD BRYON SCHULTZ
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #2122190
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,477,772 | $168,463 |
| Non-Discretionary | $0 | $221,793 |
| Total | $150,477,772 | $172,272 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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