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Advisor

Catherine Henning

Pacific Global Investment Management Company · Glendale, California

Catherine Henning is a fee-only financial advisor at Pacific Global Investment Management Company in Glendale, California. Catherine focuses on retirement planning. Pacific Global Investment Management Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Specialties

Facts

FirmPacific Global Investment Management Company
Based in Glendale, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$87.5M across 198 accounts
SEC registration Investment adviser representative in CA · CRD 2930190
Exams passedSeries 63 (1998) · Series 65 (2026)
Firm size6 employees
Disclosures None reported
Websitewww.pacificglobal.us

How Catherine's firm compares

  • Pacific Global Investment Management Company's average account is about $442,000, from its Form ADV (assets managed divided by 198 accounts).

What fee-only advisors charge in California

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Questions about Catherine

Is Catherine Henning a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Pacific Global Investment Management Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Catherine charge for financial advice?

Catherine's firm, Pacific Global Investment Management Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Catherine Henning based?

Catherine Henning is based in Glendale, California.

What does Catherine specialize in?

Catherine's specialties include retirement planning.

Is Catherine Henning registered with the SEC?

Yes. Catherine Henning is registered as an investment adviser representative in CA (CRD 2930190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Pacific Global Investment Management Company manage?

Pacific Global Investment Management Company reports $87.5M across 198 accounts in assets under management.

How do I contact Catherine Henning?

Through Catherine's website, www.pacificglobal.us.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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