Pacific Global Investment Management Co

Pacific Global Investment Management Company is a registered investment adviser based in Glendale, California, established in 1991. The firm specializes in providing investment management services to individuals, institutions, retirement plans, and others through Separately Managed Accounts (SMAs). They also offer financial planning services related to retirement, cash flow, and investment planning. Pacific Global is registered with the SEC under the Investment Advisers Act of 1940. The firm's Chairman and President, George A. Henning, is a principal owner. Clients can choose from various investment management styles, including equity, fixed income, and balanced options, offered exclusively on a discretionary basis. The firm charges annual investment management fees based on a tiered fee schedule depending on the client's assets under management. As of December 31, 2024, Pacific Global had $98.9 million in client assets under management, all managed on a discretionary basis. The firm follows a fundamental analysis approach for security research and utilizes various investment strategies tailored to each client's financial situation, risk tolerance, and needs. Clients receive detailed account statements, quarterly reports, and annual tax accounting summaries. Pacific Global has a Proxy Voting Policy in place and maintains strict privacy policies to safeguard clients' personal information. The firm has not experienced any material changes since March 28, 2024, and clients can request a copy of the brochure for more information.