Pacific Investment Research
投资管理
Orange，CA 50 位关注者
Active money manager serving high net worth clients in the Orange County and San Francisco areas.
关于我们
Pacific Investment Research (formerly Schultz Financial) is a boutique financial advisory firm serving individual investors throughout California, with offices in Southern and Northern California. Our money management firm has more than 25 years of experience helping investors 55 and older accumulate and preserve the assets they need for a secure financial future.
- 网站
-
https://pacificinvestmentresearch.com
Pacific Investment Research的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Orange，CA
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Investment Management、Active Portfolio Management、Financial Planning、Wealth Management、Retirement Planning、Sudden Wealth、Money Management、Investment advisory 和Life Transitions