PACIFIC PORTFOLIO CONSULTING, LLC
CRD #139505 SEC #801-66277 SEATTLE, WA 206-623-6641
SEC Registered
Total AUM
$4.8B
Discretionary
$2.3B
Employees
22
Clients
51
Accounts
521
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.8B | $2.3B | $2.5B | 22 | 0 |
| Aug 2024 | $4.8B | $1.9B | $2.9B | 22 | 0 |
| Mar 2024 | $4.8B | $1.9B | $2.9B | 22 | 0 |
| Jun 2023 | $4.1B | $1.4B | $2.7B | 23 | 0 |
| Mar 2023 | $4.1B | $1.4B | $2.7B | 23 | 0 |
| Mar 2022 | $4.5B | $1.2B | $3.3B | 18 | 0 |
| Apr 2021 | $4.1B | $1.1B | $2.9B | 20 | 0 |
| Mar 2021 | $4.1B | $1.1B | $2.9B | 20 | 0 |
| Jun 2020 | $3.8B | $918.9M | $2.8B | 17 | 0 |
| Mar 2020 | $3.8B | $918.9M | $2.8B | 17 | 0 |
| Mar 2019 | $3.4B | $770.9M | $2.6B | 19 | 0 |
| Mar 2018 | $3.6B | $815.6M | $2.8B | 19 | 0 |
| Mar 2017 | $3.2B | $669.9M | $2.5B | 20 | 300 |
| Mar 2016 | $2.7B | $617.4M | $2.1B | 16 | 300 |
| Apr 2015 | $3B | $595.1M | $2.4B | 18 | 200 |
| Mar 2015 | $3B | $595.1M | $2.4B | 18 | 200 |
| Mar 2014 | $2.8B | $525.9M | $2.3B | 16 | 200 |
| Mar 2013 | $2.4B | $448.1M | $2B | 15 | 200 |
| Apr 2012 | $1.7B | $402.7M | $1.3B | 11 | 200 |
| Mar 2012 | $1.7B | $402.7M | $1.3B | 11 | 200 |
| Mar 2011 | $1.7B | $406.6M | $1.3B | -- | -- |
| Mar 2008 | $1.5B | $354.5M | $1.1B | -- | -- |
| Mar 2007 | $1.1B | $194.3M | $902M | -- | -- |
| Mar 2006 | $919.9M | $121.2M | $798.7M | -- | -- |
| Feb 2006 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$4.8B
Discretionary$2.3B
Non-Disc.$2.5B
Employees22
Clients0
DateAug 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees22
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees22
Clients0
DateJun 2023
Total AUM$4.1B
Discretionary$1.4B
Non-Disc.$2.7B
Employees23
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$1.4B
Non-Disc.$2.7B
Employees23
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$1.2B
Non-Disc.$3.3B
Employees18
Clients0
DateApr 2021
Total AUM$4.1B
Discretionary$1.1B
Non-Disc.$2.9B
Employees20
Clients0
DateMar 2021
Total AUM$4.1B
Discretionary$1.1B
Non-Disc.$2.9B
Employees20
Clients0
DateJun 2020
Total AUM$3.8B
Discretionary$918.9M
Non-Disc.$2.8B
Employees17
Clients0
DateMar 2020
Total AUM$3.8B
Discretionary$918.9M
Non-Disc.$2.8B
Employees17
Clients0
DateMar 2019
Total AUM$3.4B
Discretionary$770.9M
Non-Disc.$2.6B
Employees19
Clients0
DateMar 2018
Total AUM$3.6B
Discretionary$815.6M
Non-Disc.$2.8B
Employees19
Clients0
DateMar 2017
Total AUM$3.2B
Discretionary$669.9M
Non-Disc.$2.5B
Employees20
Clients300
DateMar 2016
Total AUM$2.7B
Discretionary$617.4M
Non-Disc.$2.1B
Employees16
Clients300
DateApr 2015
Total AUM$3B
Discretionary$595.1M
Non-Disc.$2.4B
Employees18
Clients200
DateMar 2015
Total AUM$3B
Discretionary$595.1M
Non-Disc.$2.4B
Employees18
Clients200
DateMar 2014
Total AUM$2.8B
Discretionary$525.9M
Non-Disc.$2.3B
Employees16
Clients200
DateMar 2013
Total AUM$2.4B
Discretionary$448.1M
Non-Disc.$2B
Employees15
Clients200
DateApr 2012
Total AUM$1.7B
Discretionary$402.7M
Non-Disc.$1.3B
Employees11
Clients200
DateMar 2012
Total AUM$1.7B
Discretionary$402.7M
Non-Disc.$1.3B
Employees11
Clients200
DateMar 2011
Total AUM$1.7B
Discretionary$406.6M
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$354.5M
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$194.3M
Non-Disc.$902M
Employees--
Clients--
DateMar 2006
Total AUM$919.9M
Discretionary$121.2M
Non-Disc.$798.7M
Employees--
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--