Pacific Investment Research
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
942 E Chapman Ave, Orange, California, 9...Phone Number
(714) 731-0848Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
1
1
1
1
1
About Pacific Investment Research
Pacific Investment Research is a boutique investment advisory firm specializing in retirement planning and investment management for individuals and couples aged 55 and older. As a fee-only fiduciary, the firm prioritizes the best interests of its clients, providing personalized service and active management of their portfolios. With over 25 years of experience, they focus on helping clients accumulate and preserve assets for a secure financial future. The firm emphasizes direct communication with investment experts, ensuring clients are actively involved in their wealth management.Explore more
Pacific Investment Research Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Pacific Investment Resear...
<$5M
1-10
Private
-
1989
CS
Cecilia SchultzCustomer Service Manager & Administrator
Company Profile Activity
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Pacific Investment Research is experiencing very low activity levels compared to other companies in the Finance sector.
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Pacific Investment Research Tech Stack
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Pacific Investment Research is a boutique investment advisory firm specializing in retirement planning and investment management for individuals and couples aged 55 and older. As a fee-only fiduciary, the firm prioritizes the best interests of its clients, providing personalized service and active management of their portfolios. With over 25 years... Read More
