firm profile
Pacific Investment Research
Overview
Pacific Investment Research is a state registered investment adviser based in Orange, CA, registered since 2012. It reports $15M in assets under management across 89 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $15M
- Discretionary
- 100%
- Accounts
- 89
- Average account
- $1.7M
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2012
- Jurisdictions
- 1
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Richard Bryon Schultz President, Chief Executive Officer, Chief Compliance Officer CRD 2122190
Advisory reps 1 of 1
- Richard Bryon Schultz Investment Adviser Rep CRD 2122190
Location
- Headquarters
- 942 E Chapman Ave
Orange, CA 92866 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: pacificinvestmentresearch.com
Every state, with registration dates
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