PACIFIC WEST FINANCIAL CONSULTANTS INC
CRD #108728 SEC #801-55508 RENTON, WA 425-271-3550
SEC Registered Disclosures
Total AUM
$890.5M
Discretionary
$601.5M
Employees
11
Clients
101
Accounts
6,894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $890.5M | $601.5M | $289M | 11 | 6,800 |
| Feb 2012 | $890.5M | $601.5M | $289M | 11 | 6,800 |
| Aug 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Jul 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Apr 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Mar 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Mar 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Mar 2011 | $892.9M | $505.4M | $387.5M | -- | -- |
| Mar 2010 | $642.5M | $440.5M | $201.9M | 51 | -- |
| Mar 2010 | $603.9M | $381M | $222.8M | 51 | -- |
| Mar 2009 | $603.9M | $381M | $222.8M | 51 | -- |
| Mar 2008 | $627M | $389.7M | $237.3M | 51 | -- |
| Nov 2007 | $553.8M | $345.7M | $208M | 51 | -- |
| Oct 2007 | $553.8M | $345.7M | $208M | 51 | -- |
| May 2007 | $553.8M | $345.7M | $208M | 51 | -- |
| May 2007 | $553.8M | $345.7M | $208M | 51 | -- |
| Mar 2007 | $553.8M | $345.7M | $208M | 51 | -- |
| Jan 2007 | $419M | $268.8M | $150.2M | 51 | -- |
| Nov 2005 | $410.5M | $315M | $95.4M | 51 | -- |
| Sep 2005 | $410.5M | $315M | $95.4M | 51 | -- |
| Jan 2005 | $349.6M | $174.9M | $174.7M | 51 | -- |
| Jun 2004 | $349.6M | $174.9M | $174.7M | 51 | -- |
| Apr 2004 | $349.6M | $174.9M | $174.7M | 51 | -- |
| Mar 2004 | $349.6M | $174.9M | $174.7M | 51 | -- |
| Jan 2004 | $181.2M | $113.6M | $67.6M | 51 | -- |
| Dec 2003 | $181.2M | $113.6M | $67.6M | 51 | -- |
| Apr 2002 | $126M | $91.5M | $34.5M | 51 | -- |
| Sep 2001 | $107.7M | $51.8M | $55.9M | 51 | -- |
| Sep 2001 | $107.7M | $51.8M | $55.9M | 51 | -- |
DateMar 2012
Total AUM$890.5M
Discretionary$601.5M
Non-Disc.$289M
Employees11
Clients6,800
DateFeb 2012
Total AUM$890.5M
Discretionary$601.5M
Non-Disc.$289M
Employees11
Clients6,800
DateAug 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateJul 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateApr 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateMar 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateMar 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateMar 2011
Total AUM$892.9M
Discretionary$505.4M
Non-Disc.$387.5M
Employees--
Clients--
DateMar 2010
Total AUM$642.5M
Discretionary$440.5M
Non-Disc.$201.9M
Employees51
Clients--
DateMar 2010
Total AUM$603.9M
Discretionary$381M
Non-Disc.$222.8M
Employees51
Clients--
DateMar 2009
Total AUM$603.9M
Discretionary$381M
Non-Disc.$222.8M
Employees51
Clients--
DateMar 2008
Total AUM$627M
Discretionary$389.7M
Non-Disc.$237.3M
Employees51
Clients--
DateNov 2007
Total AUM$553.8M
Discretionary$345.7M
Non-Disc.$208M
Employees51
Clients--
DateOct 2007
Total AUM$553.8M
Discretionary$345.7M
Non-Disc.$208M
Employees51
Clients--
DateMay 2007
Total AUM$553.8M
Discretionary$345.7M
Non-Disc.$208M
Employees51
Clients--
DateMay 2007
Total AUM$553.8M
Discretionary$345.7M
Non-Disc.$208M
Employees51
Clients--
DateMar 2007
Total AUM$553.8M
Discretionary$345.7M
Non-Disc.$208M
Employees51
Clients--
DateJan 2007
Total AUM$419M
Discretionary$268.8M
Non-Disc.$150.2M
Employees51
Clients--
DateNov 2005
Total AUM$410.5M
Discretionary$315M
Non-Disc.$95.4M
Employees51
Clients--
DateSep 2005
Total AUM$410.5M
Discretionary$315M
Non-Disc.$95.4M
Employees51
Clients--
DateJan 2005
Total AUM$349.6M
Discretionary$174.9M
Non-Disc.$174.7M
Employees51
Clients--
DateJun 2004
Total AUM$349.6M
Discretionary$174.9M
Non-Disc.$174.7M
Employees51
Clients--
DateApr 2004
Total AUM$349.6M
Discretionary$174.9M
Non-Disc.$174.7M
Employees51
Clients--
DateMar 2004
Total AUM$349.6M
Discretionary$174.9M
Non-Disc.$174.7M
Employees51
Clients--
DateJan 2004
Total AUM$181.2M
Discretionary$113.6M
Non-Disc.$67.6M
Employees51
Clients--
DateDec 2003
Total AUM$181.2M
Discretionary$113.6M
Non-Disc.$67.6M
Employees51
Clients--
DateApr 2002
Total AUM$126M
Discretionary$91.5M
Non-Disc.$34.5M
Employees51
Clients--
DateSep 2001
Total AUM$107.7M
Discretionary$51.8M
Non-Disc.$55.9M
Employees51
Clients--
DateSep 2001
Total AUM$107.7M
Discretionary$51.8M
Non-Disc.$55.9M
Employees51
Clients--