Julie
Ford
Pacific Global Investment Management Co
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About this Advisor
Julie Ford is a financial advisor operating out of Honolulu, Hawaii with 6 years of relevant experience. Ford is an employee of Pacific Global Investment Management Co. Over the course of their career, they have held roles at State Of Hawaii, Office Of The Governor, Schweitzer Consulting and Pacific Global Fund Distributors Inc. Ford holds 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 Hawaii. Pacific Global Investment Management Co is an advisory firm headquartered in Glendale, CA. It controls $638 million in assets between its 929 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves three charities and foundations. Of its 929 customer accounts, 57% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on which service is provided. Fees billed by Pacific Global Investment Management Co can include 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
Julie Ford Work History
Julie has been registered as a financial advisor for 6 years.*
Schweitzer Consulting
State Of Hawaii, Office Of The Governor
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 Julie Ford 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 Global Investment Management Co
Memphis, TN
Glendale, CA
South Pasadena, CA
Glendale, CA
Honolulu, HI
Maitland, FL
Santa Monica, CA
Glendale, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
