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Overview Share
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Boise, Idaho
$131.0 million AUM
1 office

Pacific Value, LLC is based in Boise, Idaho and has $131.0 million in assets under management.

Location
101 South Capitol Boulevard
Suite 502
Boise, ID 83702
$131.0 million
AUM
4
Employees
AUM Share
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$131,000,000
Assets under management
510 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 170 $81,000,000 62% $476,471
High net worth individuals 25 $30,000,000 23% $1,200,000
Pension and profit sharing plans 20 $20,000,000 15% $1,000,000
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$131,000,000
Assets under management
$32,750,000
AUM per employee
$32,750,000
AUM per investment analyst
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Compensation

Pacific Value, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Pacific Value, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 147,086
SEC number 801-69129
Legal structure Limited Liability Company
Legal governance Idaho, United States
Latest ADV filing date February 11, 2020

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