Glendale, CA Office
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Pacific Global Investment Management Company
Team
Firm-wide stats for Pacific Global Investment Management Company
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.
Expertise
Location
500 N. Brand Blvd, Ste 2160
Glendale CA 91203
Advisors at this office
3
Advisors at this office
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.
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.
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