Western Pacific Investment Advisers Inc (Portland)

Name: Western Pacific Investment Advisers Inc
Address: 720 Sw Washington Suite 350, Portland, OR, 97205
Telephone: [503] 223-5358

Western Pacific Investment Advisers Inc is a large advisory firm based in Portland. It manages $229.57 million of regulatory assets for 883 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Hawaii, and 4 other states.

Western Pacific Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Western Pacific Investment Advisers: assets under management

The assets under management (AUM) of Western Pacific Investment Advisers Inc is $229.57 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $227.22 million in discretionary accounts and $2.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $586.83 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Western Pacific Investment Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Western Pacific Investment Advisers Inc

Roger Lane Johnson has been acting as President since 1 Oct 1993. Christopher Alan Judy joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leonard Johnson	Chairperson/principal	1 Jan 1989	Other	2033426
Leonard Williams Johnson	Chairperson/ttee of the 1993 leonard w. johnson revocable living trust	1 Jan 1989	Other	2033426
Roger Lane Johnson	President/principal	1 Oct 1993	50% - 75%	260212
Rachel Jean Wakefield	Compliance officer,secretary/treasurer	1 Feb 1999	Other	2159763
Leonard W. Johnson Ttee Of The Leonard W. Johnson Trust	Shareholder	1 Sep 1999	50% - 75%	xxx-xx-xxxx
The Leonard W. Johnson 1993 Revocable Living Trust	Shareholder	1 Sep 1999	25% - 50%	xxx-xx-xxxx
Christopher Alan Judy	Director	1 Jun 2003	Other	2452607

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Leonard W. Johnson	Shareholder	1 Sep 1999	50% - 75%	xxx-xx-xxxx

Based in Portland

The principal office where Western Pacific Investment Advisers Inc performs its advisory services is located at 720 Sw Washington Suite 350, Portland, OR 97205, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [503] 223-5358 or by fax [503] 223-0860. The normal business hours are 8am -- 5pm on Monday - Friday. You can find more information about the New York firm at www.wpinvest.com.