Julie
Ford
Pacific Global Investment Management Co
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About this Advisor
Julie Ford is a financial advisor based in Honolulu, Hawaii, working with Pacific Global Investment Management Co. Julie has previously held positions at the State Of Hawaii, Office Of The Governor, and Schweitzer Consulting. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Hawaii. Currently, Julie is part of Pacific Global Investment Management Co, which operates out of Honolulu, Hawaii. The firm has 14 employees and manages assets totaling $740.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Pacific Global Investment Management Co includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pacific Global Investment Management Co Brokerage Details
$740,154,735
14
973
$760,693
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
Schweitzer Consulting
State Of Hawaii, Office Of The Governor
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
Glendale, CA
Memphis, TN
South Pasadena, CA
Glendale, CA
Honolulu, HI
Maitland, FL
Santa Monica, CA
Glendale, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
