RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 24, 2010
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICOMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICHIEF COMPLIANCE OFFICERNA
SMITH, JAYNE, LOUISEICOMPLIANCE OFFICERNA
ADAMS, ROBERT, TERRYIPRESIDENTE Control
ADAMS, ROBERT, TERRYIPRESIDENTE Control
ADAMS, ROBERT, TERRYIPRESIDENTD Control
ADAMS, ROBERT, TERRYIPRESIDENTD Control
ADAMS, ROBERT, TERRYIPRESIDENTD Control
ADAMS, ROBERT, TERRYIPRESIDENTD Control
ADAMS, SUSAN, STEBBINSISECRETARYD Control
ADAMS, SUSAN, STEBBINSISECRETARYD Control
ADAMS, SUSAN, STEBBINSISECRETARYD Control
ADAMS, SUSAN, STEBBINSISECRETARYD Control
ADAMS, ROBERT, TERRYIPRESIDENTC Control
ADAMS, ROBERT, TERRYIPRESIDENTC Control
ADAMS, SUSAN, STEBBINSISECRETARYC Control
ADAMS, SUSAN, STEBBINSISECRETARYC Control
ADAMS, SUSAN, STEBBINSISECRETARYB Control
ADAMS, SUSAN, STEBBINSISECRETARYB Control

Registrations

Federal

IA
May 24, 2010 REGISTERED

Notice Filings (1)

CA

Address

435 TASSO STREET
SUITE 205
PALO ALTO, CA 94301
United States
Phone: 650-328-0900