Firm profile

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

GLENDALE, CACRD 106962Latest ADV April 15, 2026

Pacific Global Investment Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Glendale, CA. Its latest Form ADV filing, dated April 15, 2026, reports $87M in regulatory assets under management, 5 employees, and 198 accounts.

Assets Under Management
$87M
Employees
5
Offices
--
Total Clients
127
Primary office
GLENDALE, CA
500 N. BRAND BLVD, STE 2160, GLENDALE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOGeorge A. Henning
CCOBarbara A. Kelley

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
79
2
HNWI
35.4%
45
3
Corporations
1.6%
2
4
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$87Mas of April 15, 2026
Discretionary99.3%
$87M
99% of total RAUM99.3%
Non-discretionary0.7%
$581K
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$87M
Total Accounts198
10Y AUM Change$-440M (-83.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee25:1
10Y Employee Change-18 (-78.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.