PACWEST FINANCIAL MANAGEMENT, INC.
Legal name: PACWEST FINANCIAL MANAGEMENT INC
CRD #108740 SEC #801-55059 PHOENIX, AZ 602-997-8882
SEC Registered
Total AUM
$225.8M
Discretionary
$225.8M
Employees
6
Clients
26
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $225.8M | $225.8M | $0 | 6 | 200 |
| Mar 2015 | $225.2M | $225.2M | $0 | 6 | 200 |
| Oct 2014 | $203.8M | $203.8M | $0 | 6 | 200 |
| Mar 2014 | $203.8M | $203.8M | $0 | 6 | 200 |
| May 2013 | $160.9M | $160.9M | $0 | 6 | 200 |
| Mar 2013 | $160.9M | $160.9M | $0 | 6 | 200 |
| Mar 2012 | $232.7M | $232.7M | $0 | 6 | 200 |
| Mar 2011 | $210.3M | $210.3M | $0 | 10 | -- |
| Mar 2010 | $201.2M | $201.2M | $0 | 10 | -- |
| Mar 2009 | $173.7M | $173.7M | $0 | 10 | -- |
| Dec 2007 | $209.1M | $209.1M | $0 | 10 | -- |
| Nov 2007 | $209.1M | $209.1M | $0 | 10 | -- |
| Nov 2007 | $209.1M | $209.1M | $0 | 10 | -- |
| Mar 2007 | $360M | $360M | $0 | -- | -- |
| Mar 2007 | $360M | $360M | $0 | -- | -- |
| Sep 2005 | $251.5M | $251.5M | $0 | -- | -- |
| Sep 2005 | $251.5M | $251.5M | $0 | -- | -- |
| Jun 2004 | $186.4M | $186.4M | $0 | 10 | -- |
| Jun 2004 | $186.4M | $186.4M | $0 | 10 | -- |
| May 2004 | $186.4M | $186.4M | $0 | 10 | -- |
| Mar 2004 | $186.4M | $186.4M | $0 | 10 | -- |
| Dec 2003 | $133.6M | $133.3M | $324.1K | 10 | -- |
| Apr 2002 | $202.2M | $201.8M | $355.4K | 10 | -- |
| Aug 2001 | $195.8M | $195.6M | $238.2K | 10 | -- |
| Aug 2001 | $195.8M | $195.6M | $238.2K | 10 | -- |
| Jul 2001 | $195.8M | $195.6M | $238.2K | 10 | -- |
DateMar 2016
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees6
Clients200
DateOct 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees6
Clients200
DateMay 2013
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$232.7M
Discretionary$232.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$133.6M
Discretionary$133.3M
Non-Disc.$324.1K
Employees10
Clients--
DateApr 2002
Total AUM$202.2M
Discretionary$201.8M
Non-Disc.$355.4K
Employees10
Clients--
DateAug 2001
Total AUM$195.8M
Discretionary$195.6M
Non-Disc.$238.2K
Employees10
Clients--
DateAug 2001
Total AUM$195.8M
Discretionary$195.6M
Non-Disc.$238.2K
Employees10
Clients--
DateJul 2001
Total AUM$195.8M
Discretionary$195.6M
Non-Disc.$238.2K
Employees10
Clients--