Pa Managed Accounts LLC is a large advisory firm based in New York. It manages $10.77 billion of regulatory assets for 26,321 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Pa Managed Accounts provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pa Managed Accounts LLC is $10.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pa Managed Accounts LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pa Managed Accounts LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pimcoadvisors.com.