Pacific Investment Management Company LLC
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
Learn more about Pacific Investment Management Company LLC
Overview
Pacific Investment Management Company LLC is a financial advisory firm that has its headquarters in Newport Beach, California. Pacific Investment Management Company LLC handles $2.6 trillion in assets under management over 2,397 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). Pacific Investment Management Company LLC has a very large team of 2,806 employees, of which 657 are financial advisors. Pacific Investment Management Company LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Pacific Investment Management Company LLC manages 2,384 of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions without requiring the customer's permission. Pacific Investment Management Company LLC also oversees 13 non-discretionary accounts totaling $4.2 billion in assets. The company oversees about $1.1 billion in assets for every customer account. The typical advisor at Pacific Investment Management Company LLC manages around four client accounts, placing it among the most individualized advisor firms in the country.
Pacific Investment Management Company LLC's central office is at 650 Newport Center Drive, Newport Beach, California 92660. It is legally allowed to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Investment Management Company LLC by the Numbers

$2.6 trillion

2,806

2,397

$1.1 billion
Find a dedicated advisor for your needs
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Products and Services
Pacific Investment Management Company LLC provides multiple services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Notably, the company did not provide financial planning services to any of its accounts in the previous financial year. The firm does not sell products or offer services apart from investment advisory services to its investment advisory customers. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 62% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on the services offered. Fees charged by the firm most likely include the following fee types: asset-based or performance-based. The company does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 74% of firms
Percentage of Assets
-
Offered by 17% of firms
Performance-based
Unavailable
-
Find one of the 35% of firms that offer this fee type
Hourly
-
Find one of the 2% of firms that offer this fee type
Commissions
-
Find one of the 1% of firms that offer this fee type
Subscription
-
Find one of the 40% of firms that offer this fee type
Fixed
-
Find one of the 12% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different investors. The company caters to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations and other. Out of its 2,397 clients, Pacific Investment Management Company LLC's biggest client is other, but it also caters to 26 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 6% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0.13%
- Other Individuals - 0.4%
- Corporations - 99.07%
- Charitable Organizations - 0.4%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Pacific Investment Management Company LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.