Austin
Rutledge

Pacific Income Advisers Inc

CRD#4140660
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Austin Rutledge is a chartered financial analyst based in Chapel Hill, North Carolina with 15 years of industry experience. Rutledge currently works for Pacific Income Advisers Inc. They have spent all of their time as a financial advisor at Pacific Income Advisers Inc. Rutledge is approved to work in California and North Carolina. Pacific Income Advisers Inc is a registered investment business headquartered in El Segundo, CA. The investment advisory business has offices in four locations and a total of 14 people on staff. It handles $2 billion in total assets across its 2,509 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 12 charities and foundations. The advisory firm offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Pacific Income Advisers Inc typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

15 years

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

Fee Structure

Percentage of Assets

Office Location

Chapel Hill, NC

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Pacific Income Advisers Inc Brokerage Details

Total Assets Under Management

$1,831,014,000

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

14

NC Average: 43
Total Number of Accounts

2,509

NC Average: 3,727
Average Account Size

$729,778

NC 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

Austin Rutledge Work History

Austin has been registered as a financial advisor for 15 years.*

2000 - Present (24 years)

Pacific Income Advisers, 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 Austin Rutledge 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 Income Advisers Inc

Adilberto Torres
El Segundo, CA
Austin Rutledge
Chapel Hill, NC
Joseph Mcadams
El Segundo, CA
Timothy Tarpening
Santa Monica, CA
Rory Hargaden
El Segundo, 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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