Samuel
Coquillard
Pacific Global Investment Management Co
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About this Advisor
Samuel Coquillard is a financial advisor operating in Glendale, California with 17 years of relevant experience. Coquillard works at Pacific Global Investment Management Co. Over the course of their career, Coquillard has held roles at Pacific Global Investment Management Co (Parent Company Of Pgfd) and Pacific Global Fund Distributors Inc. Coquillard has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Pacific Global Investment Management Co is a registered investment firm that has its headquarters in Glendale, CA. It has $638 million in total assets across its 929 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 929 client accounts, 57% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Pacific Global Investment Management Co offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on the financial services. However, fee types billed by Pacific Global Investment Management Co can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Global Investment Management Co Brokerage Details
$638,090,351
14
929
$686,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Samuel Coquillard Work History
Samuel has been registered as a financial advisor for 17 years.*
Pacific Global Investment Management Co (Parent Company Of Pgfd)
Pacific Global Fund Distributors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Coquillard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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