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.
Company Details
- Founded
- 1995
- Address
- Orange, Ca
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Investment Management, Active Portfolio Management, Financial Planning, Wealth Management, Retirement Planning, Sudden Wealth, Money Management, Investment advisory, Life Transitions.
- HQ
- Orange, CA
Pacific Investment Research Questions
Pacific Investment Research's website is http://pacificinvestmentresearch.com
Pacific Investment Research's LinkedIn profile is https://www.linkedin.com/company/schultz-financial-management
Pacific Investment Research's industry is
Investment Management
Pacific Investment Research's top competitors are
Hoskin Capital,
Orange Capital Management,
Bayes Times,
Crimson Investment Managers,
Pacific Investment Research (Pair),
Capital Group,
Brightside,
Hedge Fund Society,
Amy Sylvis,
Vanetik International, Llc.
Pacific Investment Research's categories are Investment Management
Pacific Investment Research's founding year is 1995
