Pacific Global Investment Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,861,789
Clients
124
Advisors
5
across 3 offices
About
Pacific Global serves individual investors (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, trusts and other entities through discretionary separately managed accounts and related services. The firm also offers written financial planning, focused analyses, financial coaching and pension consulting, and reported $86.9 million in discretionary AUM (plus $0.6 million non‑discretionary) as of March 31, 2026.
Investment decisions are driven by fundamental research and a proprietary screening process, with equity styles described as value‑oriented or core and fixed‑income managed for total return; the brochure notes typical equity holding periods of three to five years and regular rebalancing (at least quarterly) for balanced and fixed‑income accounts. Financial planning engagements use Monte Carlo analysis and scenario modeling and are documented in a Financial Planning Engagement Agreement that specifies scope and review frequency.
Compared with many supported firms of similar size, Pacific Global discloses and references fund and ETF performance information (noting performance is presented net of management fees) and highlights a long history of mutual fund management from 1993 to early 2020. The firm’s disclosure of operational practices — including trade aggregation, directed brokerage procedures and, as noted in its client materials, use of borrowing in some separately managed accounts — are less common among peers and are presented alongside formal policies for business continuity, cybersecurity and ERISA fiduciary services.
Client services
Expertise
Fee options
Financial Planning, Focused Analysis, and pension consulting fees offered on a per engagement basis with a minimum fee of $500. Financial Planning and pension consulting fees typically range from $1,000 to $5,000; Focused Analysis fees typically range from $500 to $800.
$0 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $6,000,000: 0.75% $6,000,001 - $11,000,000: 0.65% $11,000,001+: 0.50%
Financial Coaching at $250 per hour (minimum one hour).
Ongoing financial planning review fees range from $1,000 to $2,500 per year, billed in advance pro-rated by frequency.
Account minimum: $100,000 Minimum fee: Minimum quarterly fee may be charged for accounts below minimum size; specific amounts not stated. Fee-only: Fees charged based on assets under management and fixed fees for financial planning, consulting, and coaching services; no commissions accepted.
Main office
See office500 N. Brand Blvd, Ste 2160
Glendale CA 91203
Advisors at this office
3
Offices (3)
Most active in
California · Hawaii
Also doing business as
Pacific Global Investment Management Co · Pacific Global Investment Management Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lianna K
Series 65
Glendale, CA
Pacific Global Investment Management Company
Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company holding a Series 65 designation. She has been with the firm since 2016 and has 10 years of industry experience. Pacific Global serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm’s investment approach is based on fundamental research and a proprietary screening process, with a value-oriented or core equity style and total return fixed-income management.
Becky F
CFP®, Series 63, Series 65
Ocoee, FL
Pacific Global Investment Management Company
Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.
George H
Series 63
Glendale, CA
Pacific Global Investment Management Company
George Henning is a financial advisor at Pacific Global Investment Management Company with 41 years of industry experience. He holds a Series 63 designation and has been with Pacific Global Investment Management Company since 1991, including prior work at Pacific Global Fund Distributors, Inc. from 1992 to 2020. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm’s investment decisions are based on fundamental research and a proprietary screening process, emphasizing value-oriented or core equity styles and total return fixed-income management.
Catherine H
Series 63, Series 65
Glendale, CA
Pacific Global Investment Management Company
Catherine Henning is a financial advisor at Pacific Global Investment Management Company with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Pacific Global in various capacities since 2001. Pacific Global serves individual investors, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm uses fundamental research and a proprietary screening process for investment decisions, emphasizing value-oriented or core equity styles and total return fixed-income management.
Julie F
Series 63, Series 65
Honolulu, HI
Pacific Global Investment Management Company
Julie Ford is a financial advisor at Pacific Global Investment Management Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pacific Global since 2017. Prior to that, she spent a year with the State of Hawaii, Office of the Governor, and has owned and operated Schweitzer Consulting, a public relations firm, since 2004. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a fundamental research-driven investment approach with value-oriented and core equity styles, and offers financial planning and pension consulting.
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