Donald
Cox

Pacific Asset Management, LLC

CRD#3223017
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Donald Cox is a financial advisor based in Gig Harbor, Washington, working with Pacific Asset Management, LLC. Donald has previously held positions at Cox & Lucy, Cpas, Inc, Ps and Pacific Asset Management, LLC. Donald is registered to provide services in Washington. Currently, Donald is part of Pacific Asset Management, LLC, which operates out of Gig Harbor, Washington. The firm has 1 office and 7 employees. The firm manages assets totaling $254.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pacific Asset Management, LLC includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4320 Harborview Dr
Gig Harbor, WA 98332

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Pacific Asset Management, LLC Brokerage Details

Total Assets Under Management

$254,800,000

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

372

WA Average: 1,499
Average Account Size

$684,946

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Donald Cox Work History

1999 - Present (25 years)

Pacific Asset Management, LLC

1978 - Present (46 years)

Cox & Lucy, Cpas, Inc, Ps

Disclosures

Please visit the SEC profile of Donald Cox 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 Asset Management, LLC

Ralph Latza
Gig Harbor, WA
Joshua Morin
Gig Harbor, WA
Brian Cox
Gig Harbor, WA
Gary Lucy
Gig Harbor, WA
Donald Cox
Gig Harbor, WA

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.

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