PACWEST FINANCIAL Overview

Pacwest Financial Management Inc is an investment advisor that manages 225.2 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 73% of the manager's regulatory AUM.

PACWEST FINANCIAL StockAlpha

-1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PACWEST FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 4.8% ETF -4.08% -0.22% 0 2%
VCSH 4.62% ETF -1.24% -0.08% 0 3%
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FEATURED IN
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PACWEST FINANCIAL Founders and Key Employees

Name Title In Position Since
Grace Lau Chief Executive Officer March-1997
Elliot C. Kauffman Chief Compliance Officer December-2006

PACWEST FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

PACWEST FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
In formulating investment advice and managing assets, PacWest utilizes various analysis including: assessing clients risk tolerance, global macroeconomic analysis of various economies, interest rates, and inflation, various industry analysis as well as company specific fundamental analysis and security specific valuation analysis. Investing in securities involves risk of loss that clients should be prepared to bear.

Material Risks
Both of our 2 individual stock strategies, as well as our equity exchange traded fund and equity mutual fund strategies, are subject to equity market risk as well as stock specific risk. PacWest’s fixed income strategy is subject to interest rate risk, credit risk, inflation risk and reinvestment risk.

PacWest selects stocks as well as equity exchange traded funds and equity mutual funds. These securities
are subject to equity market risk a...
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PACWEST FINANCIAL Portfolio Concentration

PACWEST FINANCIAL Location

1643 E. BETHANY HOME RD.
PHOENIX, Arizona
UNITED STATES, 85016

PACWEST FINANCIAL Contact Information

Phone Number: 602-997-8882
Fax Number: 602-997-8887
Website:

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