Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


September 02, 2015 7:43 AM ET

Capital Markets

Company Overview of PacWest Financial Management, Inc.

Company Overview

PacWest Financial Management, Inc. is an employee owned investment manager. The firm also provides wealth management, retirement planning, insurance planning, minimizing income tax, education planning, estate planning, comprehensive financial planning, and trustee services. It primarily provides its services to high net worth individuals. The firm also manages accounts for individuals, pension and profit sharing plans, institutions, endowments, trusts, retirement accounts, foundations, charitable organizations, and corporations. It manages separate client focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in...

1643 East Bethany Home Road

Phoenix, AZ 85016-2530

United States

Founded in 1997

Phone:

602-997-8882

Fax:

602-997-8887

Key Executives for PacWest Financial Management, Inc.

Chief Executive Officer
Managing Director, Chief Compliance Officer, Senior Portfolio Manager, and Research Analyst
Senior Research Analyst
Compensation as of Fiscal Year 2015.

Similar Private Companies By Industry

Company Name Region
BK Generalli, LLC United States
Fredericks Michael & Co. United States
Avatar Trading Group, LLC United States
Retirement Plan Advisory Group, Inc. United States
Capital Bank Investment Services, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact PacWest Financial Management, Inc., please visit www.pacwestfn.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.