Pacific Life Insurance Co is a large advisory firm based in Newport Beach. It manages $48.93 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Pacific Life Insurance provides portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for approximately 380,700 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Life Insurance: assets under management

The assets under management (AUM) of Pacific Life Insurance Co is $48.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.23 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pacific Life Insurance Co 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.

Careers at Pacific Life Insurance Co

Lawrence Francis Harr has been acting as President since 1 Sep 2005. David Richard Carmichael joined the executive team most recently as the Senior Vice President And General Counsel.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Newport Beach

The principal office where Pacific Life Insurance Co performs its advisory services is located at 700 Newport Center Drive, Newport Beach, CA 92660 6397 The mailing address of the firm is P.O. Box 9000, Newport Beach, CA 92658 9030. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-219-3852 or by fax 949-219-3706. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pacificlife.com.

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