Julie Ford
Pacific Global Investment Management Company · Glendale, California
Julie Ford is a fee-only financial advisor at Pacific Global Investment Management Company in Glendale, California. Julie focuses on retirement planning. Pacific Global Investment Management Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Julie →
Specialties
Facts
| Firm | Pacific 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, HI · CRD 5026077 |
| Exams passed | Series 63 (2006) · Series 65 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pacificglobal.us |
How Julie'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).
Request an introduction to Julie
Tell Julie a little about what you're looking for. Julie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Julie
Is Julie Ford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie'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 Julie Ford based?
Julie Ford is based in Glendale, California.
What does Julie specialize in?
Julie's specialties include retirement planning.
Is Julie Ford registered with the SEC?
Yes. Julie Ford is registered as an investment adviser representative in CA and HI (CRD 5026077), 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 Julie Ford?
Through Julie's website, www.pacificglobal.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacific Global Investment Management Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.