Donald
Cox
Pacific Asset Management, LLC
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About this Advisor
Donald Cox is a financial advisor who works out of Gig Harbor, Washington with a total of 24 years of industry experience. Cox works at Pacific Asset Management, LLC. During their career, the advisor has held roles at Cox & Lucy, Cpas, Inc, Ps and Pacific Asset Management, LLC. Cox can work in Washington. Pacific Asset Management, LLC is a registered investment firm operating out of Gig Harbor, WA. It has a total of seven financial advisors. It controls $236 million in total assets between its 389 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 389 customer accounts, 21% belong to high-net-worth clients who have at least $1 million in assets. Pacific Asset Management, Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the financial services. Fee types charged by Pacific Asset Management, LLC typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Asset Management, LLC Brokerage Details
$236,200,000
7
389
$607,198
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Donald Cox Work History
Donald has been registered as a financial advisor for 24 years.*
Pacific Asset Management, LLC
Cox & Lucy, Cpas, Inc, Ps
*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 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
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
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