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PACIFIC VALUE, LLC

BOISE, ID · CRD 147086 · IAPD ↗ · pacificvalue.net · 208-331-2315

$190.0MRegulatory AUM
3Advisory reps
4Employees
169Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — PACIFIC VALUE, LLC now reports custody of client assets ($27.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.