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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Income Advisers Inc
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| CRD # | 104719 |
| SEC # | 801-27828 |
| CIK # | |
| AUM | $2.1 B (2025-03-27) |
| Employees | 14 (71% Investors, 7% Brokers) |
| Phone | 310-393-1424 |
| Address | 2321 Rosecrans Ave El Segundo, CA 90245-4987 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Anworth Mortgage Asset Corporation | 2012-05-15 | 9,088.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,240 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 0.1 |
| (h) Charitable organizations | 57 | 0.1 |
| (i) State or municipal government entities | 8 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 76 | 0.1 |
| (m) Corporations or other businesses not listed above | 91 | 0.3 |
| (n) Other | 18 | 0.4 |
| Total | 2,521 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,521 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,521 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.0 | |
| Total | 2,521 | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RKL Wealth Management LLC
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|
PA | 2.1 |
|
Creativeone Securities LLC
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|
KS | 2.1 |
|
Relyea Zuckerberg Hanson LLC
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|
CT | 2.1 |
|
Bristlecone Advisors LLC
✚
|
WA | 2.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 2.1 |
|
Consolidated Planning Corporation
✚
|
GA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
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|
GA | 2.1 |