Pacific Value, LLC
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Overview
Pacific Value, LLC operates as an advisory company headquartered in Boise, Idaho. The company oversees $150.0 million in assets over 475 client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Pacific Value, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Pacific Value, LLC manages all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions without requiring the customer's approval. The investment advisory firm oversees an average of $315,789 for each account. The typical financial advisor at Pacific Value, LLC administers about 158 client accounts.
Pacific Value, LLC's central office is at 101 South Capitol Blvd., Boise, Idaho 83702. It is legally permitted to serve investors across a number of states, including Idaho, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Value, LLC by the Numbers
$150.0 million
4
475
$315.8 thousand
Fee Structure
A financial advisor's fees typically vary depending on which services are offered. However, fees billed by Pacific Value, LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Pacific Value, LLC works with retail investors, high net worth investors and pension plans. Out of its 475 accounts, Pacific Value, LLC's biggest client type is retail investors, but it also manages money for 30 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 13.27%
- Other Individuals - 84.07%
- Corporations - 2.65%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pacific Value, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Pacific Value, LLC
Boise, ID
Boise, ID
Boise, ID
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