Stephanie
Ng

Pacific Investment Management Company LLC

CRD#6185715
Investment Advisor
in Solana Beach, CA

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About this Advisor

Stephanie Ng is a financial advisor who works in Solana Beach, California, with 1 year of relevant experience. Ng is currently employed by Pacific Investment Management Company LLC. Ng has gained experience at University Of California, Sand Diego, Retirement Benefits Group, Lpl Financial LLC, Independent Financial Partners, Resources Investment Advisors, Triad Advisors, Pimco Investments LLC, Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt and Pacific Investment Management Company LLC. Ng holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Pacific Investment Management Company LLC is a financial advisory firm that has its headquarters in Newport Beach, CA. The company has offices in seven locations and a total of 3,177 advisors. It controls $2 trillion in assets under management between its 2,782 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 76 charities and foundations. Pacific Investment Management Company LLC has a number of services, such as 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. Financial management fees largely vary depending on the type of services. However, fees charged by Pacific Investment Management Company LLC can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

440 Stevens Avenue Suite 260
Solana Beach, CA 92075

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Pacific Investment Management Company LLC Brokerage Details

Total Assets Under Management

$2,248,547,388,863

CA Average: $7,578,581,321
Total Number of Employees

3,177

CA Average: 43
Total Number of Accounts

2,782

CA Average: 3,727
Average Account Size

$808,248,522

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Stephanie Ng Work History

Stephanie has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Pacific Investment Management Company LLC

2020 - Present (4 years)

Pimco Investments LLC

2020 - Present (4 years)

Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt

2019 - 2019 (< 1 year)

Triad Advisors

2018 - 2019 (1 year)

Resources Investment Advisors

2016 - 2018 (2 years)

Independent Financial Partners

2015 - 2016 (1 year)

Independent Financial Partners

2013 - 2015 (2 years)

Retirement Benefits Group

2013 - 2018 (5 years)

Lpl Financial LLC

2011 - 2013 (2 years)

University Of California, Sand Diego

*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 Stephanie Ng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pacific Investment Management Company LLC

Brian Hannibal
Solana Beach, CA
Nathan O'Farrell
Newport Beach, CA
Stephanie Ng
Solana Beach, CA
Peter Gunther
Solana Beach, CA
John Hornbeak
Solana Beach, CA
Myles Grenier
Solana Beach, CA
Jacob Arentzoff
Solana Beach, CA
Thomas Schuette
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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