PACIFIC ADVISORY GROUP INC
CRD #105583 SEC #801-31081 PALO ALTO, CA 650-328-0900
SEC Registered
Total AUM
$165M
Discretionary
$107.7M
Employees
5
Clients
26
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $185.1M | $123.2M | $61.8M | 5 | -- |
| Mar 2011 | $185.1M | $123.2M | $61.8M | 5 | -- |
| May 2010 | $165M | $107.7M | $57.2M | 5 | -- |
| Mar 2008 | $190.8M | $104.2M | $86.6M | 5 | -- |
| Mar 2007 | $181M | $100.8M | $80.2M | 5 | -- |
| Jan 2006 | $151.1M | $69.8M | $81.3M | 5 | -- |
| Apr 2004 | $117.8M | $49.1M | $68.7M | 5 | -- |
| Mar 2002 | $92.5M | $33M | $59.6M | 5 | -- |
DateMar 2011
Total AUM$185.1M
Discretionary$123.2M
Non-Disc.$61.8M
Employees5
Clients--
DateMar 2011
Total AUM$185.1M
Discretionary$123.2M
Non-Disc.$61.8M
Employees5
Clients--
DateMay 2010
Total AUM$165M
Discretionary$107.7M
Non-Disc.$57.2M
Employees5
Clients--
DateMar 2008
Total AUM$190.8M
Discretionary$104.2M
Non-Disc.$86.6M
Employees5
Clients--
DateMar 2007
Total AUM$181M
Discretionary$100.8M
Non-Disc.$80.2M
Employees5
Clients--
DateJan 2006
Total AUM$151.1M
Discretionary$69.8M
Non-Disc.$81.3M
Employees5
Clients--
DateApr 2004
Total AUM$117.8M
Discretionary$49.1M
Non-Disc.$68.7M
Employees5
Clients--
DateMar 2002
Total AUM$92.5M
Discretionary$33M
Non-Disc.$59.6M
Employees5
Clients--