Pimco Advisors Retail Holdings LLC is a large advisory firm based in New York. It manages $576.69 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut and New York.
Pimco Advisors Retail Holdings provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pimco Advisors Retail Holdings LLC is $576.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 861% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pimco Advisors Retail Holdings LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pimco Advisors Retail Holdings LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00 a.m-5:00 p.m. on Monday - Friday.