CRD: 282463
Pacific Specialty Investment Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2016
- Office Locations
- 1
Office Locations
About Pacific Specialty Investment Group, LLC
Pacific Specialty Investment Group is a Newport Beach, CA RIA providing hands-on financial planning and discretionary portfolio management for long-term goals, including retirement, tax and estate considerations. Led by CFA Scott Parent (25+ years managing high-net-worth portfolios) with in-house trading/operations, the firm builds risk-tolerance-based strategies using a mix of ETFs, public funds and fixed income, custodied at Schwab, and limits capacity to maintain direct client access.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT MICHAEL PARENT
Chief Compliance Officer, Managing Member
- CRD
- #2628201
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER JOHN RHODES
Investment Advisor Representative
- CRD
- #3274510
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,212,802 | $464,954 |
| Non-Discretionary | $0 | -- |
| Total | $123,212,802 | $464,954 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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