Edward
Apple
Pacific Global Investment Management Co
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About this Advisor
Edward Apple is a financial advisor working out of Memphis, Tennessee who has 6 years of industry experience. Apple currently works for Pacific Global Investment Management Co. Apple has gained experience at Pacific Global Investment Management Co (Parent Company Of Pgfd), Pacific Global Fund Distributors, Inc, Wunderlich Securities, Inc and Pacific Global Investment Mgmt Co (Parent Company Of Pgfd). Apple has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Tennessee. Pacific Global Investment Management Co is a business based out of Glendale, CA. It manages $638 million in assets among its 929 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises three charities and foundations. Of its 929 accounts, 57% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Pacific Global Investment Management Co likely are comprised of some combination of 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
Edward Apple Work History
Edward has been registered as a financial advisor for 6 years.*
Pacific Global Fund Distributors, Inc
Pacific Global Investment Mgmt Co (Parent Company Of Pgfd)
Wunderlich Securities, Inc
Pacific Global Investment Management Co (Parent Company Of Pgfd)
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 Edward Apple 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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