Pacific Financial Research Inc is a large advisory firm based in Beverly Hills. It manages $341.24 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of California.
Pacific Financial Research provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Pacific Financial Research Inc is $341.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Financial Research Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Matthew J Appelstein has been acting as President since 1 Sep 2005. John Michael Grady joined the executive team most recently as the Treasurer.
The principal office where Pacific Financial Research Inc performs its advisory services is located at 9601 Wilshire Blvd, Suite 800, Beverly Hills, CA 90210 5291, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-247-3939 or by fax 310-278-4497. The normal business hours are 7:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.pfr-valueinvestors.com.