Pacific Asset Management, LLC
● SEC registered since 2002CRD 115157SEC# 801-60894Gig Harbor, WA
Reg. AUM
$384.8M
Employees
7
Accounts
377
Location
Gig Harbor, WA
Pacific Asset Management, LLC assets under management
Pacific Asset Management, LLC is an investment advisory firm registered with the SEC based in Gig Harbor, WA. The firm has been registered since 2002. It reports $384.8 million in regulatory assets under management and employs 7 people.
Pacific Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Whitfield Cox Control | Managing Member | 50-75% | 2012 |
| Joshua A Morin Control | Member/Owner | 50-75% | 2015 |
| Kristin Nicole Schlechten Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Pacific Asset Management, LLC manage?
Pacific Asset Management, LLC reports $384.8 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Asset Management, LLC have?
Pacific Asset Management, LLC reports 7 employees.
Where is Pacific Asset Management, LLC located?
Pacific Asset Management, LLC is based in Gig Harbor, WA and has been SEC-registered since 2002.
Does Pacific Asset Management, LLC disclose fund performance?
Pacific Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4320 Harborview Dr, Gig Harbor, WA 98332 |
| Phone | 253-649-4600 |
| Fax | 253-649-4696 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$384.8M▲ 51%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$384.8Mregulatory AUM
Discretionary $384.8M