Pacific Life Insurance Co (Newport Beach)

Name: Pacific Life Insurance Co
Address: 700 Newport Center Drive, Newport Beach, CA, 92660 6397
Telephone: 949-219-3852

Pacific Life Insurance Co is a large advisory firm based in Newport Beach. It manages $48.93 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Pacific Life Insurance provides portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for approximately 380,700 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Life Insurance: assets under management

The assets under management (AUM) of Pacific Life Insurance Co is $48.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.23 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pacific Life Insurance Co 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 Pacific Life Insurance Co

Lawrence Francis Harr has been acting as President since 1 Sep 2005. David Richard Carmichael joined the executive team most recently as the Senior Vice President And General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Cole Sutton	Chairman, chief executive officer and director	1 Jun 1965	Other	1479196
Audrey Lee Milfs	Director, vice president, secretary	1 Dec 1972	Other	1479205
Michael Stephen Robb	Executive vice president, real estate investments	1 Jun 1976	Other	4333555
David Richard Carmichael	Director, senir vice president and general counsel	1 Apr 1977	Other	1479215
Larry Joseph Card	Executive vice president	1 Dec 1981	Other	4333546
Glenn Stanley Schafer	President and director	1 Sep 1986	Other	1854809
Khanh Thien Tran	Director, senior vice president and chief financial officer	1 Oct 1990	Other	2659686
David Richard Carmichael	Director, senior vice president and general counsel	1 Apr 1992	Other	1479215
Gerald William Robinson	Executive vice president	1 Jan 1994	Other	401613
Lynn Clyde Miller	Executive vice president	1 Jan 1995	Other	4338288
Pacific Lifecorp	Parent of applicant	1 Sep 1997	75% - 100%	33-0769203
Pacific Mutual Holding Company	Parent of pacific lifecorp	1 Sep 1997	75% - 100%	33-0769202
Mark William Holmlund	Executive vice president	1 Jan 2001	Other	1414178
James Thomas Morris	Executive vice president	1 Jan 2002	Other	2517692
Sharon Emi Pacheco	Vice president, chief compliance officer	1 Jan 2003	Other	2767271
Lawrence Francis Harr	Director	1 Sep 2005	Other	2428717
James Thomas Morris	Chief operating officer	1 Jan 2006	Other	2517692
Mark William Holmlund	Executive vice president, chief investment officer	1 Mar 2007	Other	1414178
James Thomas Morris	Chief executive officer	1 Apr 2007	Other	2517692
David Richard Carmichael	Senior vice president and general counsel	1 May 2007	Other	1479215
Mark William Holmlund	Executive vice president & chief investment officer	1 May 2007	Other	1414178
Khanh Thien Tran	Executive vice president & chief financial officer	1 May 2007	Other	2659686
James Thomas Morris	President & chief executive officer	1 May 2007	Other	2517692
Sharon Emi Pacheco	Vice president, chief compliance officer	1 May 2007	Other	2767271
Pacific Life Insurance Company	Managing member of applicant	1 May 2007	75% - 100%	95-1079000

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Pacific Mutual Holding Company	Parent	1 May 2007	75% - 100%	33-0769202
Pacific Lifecorp	Parent	1 May 2007	75% - 100%	33-0769203

Based in Newport Beach

The principal office where Pacific Life Insurance Co performs its advisory services is located at 700 Newport Center Drive, Newport Beach, CA 92660 6397 The mailing address of the firm is P.O. Box 9000, Newport Beach, CA 92658 9030. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-219-3852 or by fax 949-219-3706. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pacificlife.com.