July 29, 2014 6:20 PM ET

Capital Markets

Company Overview of PacWest Financial Management, Inc.

Company Overview

PacWest Financial Management, Inc. is an employee owned investment manager. The firm also provides wealth management, retirement planning, insurance planning, minimizing income tax, education planning, estate planning, comprehensive financial planning, and trustee services. It primarily provides its services to high net worth individuals. The firm also manages accounts for individuals, pension and profit sharing plans, institutions, endowments, trusts, retirement accounts, foundations, charitable organizations, and corporations. It manages separate client focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in...

1643 East Bethany Home Road

Phoenix, AZ 85016-2530

United States

Founded in 1997





Key Executives for PacWest Financial Management, Inc.

Senior Portfolio Manager and Research Analyst
Chief Compliance Officer
Portfolio Manager and Financial Planner
Portfolio Manager and Tax Consultant
Compensation as of Fiscal Year 2014.

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