Stephanie
Ng
Pacific Investment Management Company LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Investment Management Company LLC Brokerage Details
$2,248,547,388,863
3,177
2,782
$808,248,522
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.*
Pacific Investment Management Company LLC
Pimco Investments LLC
Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt
Triad Advisors
Resources Investment Advisors
Independent Financial Partners
Independent Financial Partners
Retirement Benefits Group
Lpl Financial LLC
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
Solana Beach, CA
Newport Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
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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