Julie M. Ford

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

HONOLULU, HI

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CRD#: 5026077

Professional summary

Julie Mae Ford, who also goes by Julie Ford, Julie Mae Schweitzer, Julie Schweitzer, is a registered financial advisor currently at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO located in Honolulu, Hawaii.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Julie has worked at 2 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Ford | Julie Mae Schweitzer | Julie Schweitzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: SCHWEITZER CONSULTING; BUSINESS: PUBLIC RELATIONS CONSULTING - NOT INVESTMENT RELATED; POSITION: OWNER & PRESIDENT; START DATE: 05/2004; HRS/MO TO OTHER BUSINESS: 150; HRS/DAY TO OTHER BUSINESS: 6; DUTIES: SOLE OWNER & OPERATOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Mae Ford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2017 - Present

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

RIA

CRD#: 106962

HONOLULU, HI

Past

August 3, 2006 - January 21, 2014

PACIFIC GLOBAL FUND DISTRIBUTORS, INC.

CRD#: 30642

GLENDALE, CA

Past

December 20, 2005 - March 22, 2016

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

RIA

CRD#: 106962

HONOLULU, HI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

CRD#: 106962 / SEC#: 801-41668

RIA

Registered Investment Advisory firm - (6/17/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(10/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/4/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/19/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/2/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

CRD#: 106962 / SEC#: 801-41668

RIA

Registered Investment Advisory firm - (6/17/1992 Approved)

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Contact information

Main Address

500 N. Brand Blvd Ste 2160, Glendale, CA 91203

Mailing Address

Phone number

(818) 242-6693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC GLOBAL BROCHURE (07/10/25) (7/10/2025)

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 98,939,503

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julie M. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Mae Ford's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

PACIFIC GLOBAL FUND DISTRIBUTORS, INC.

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Primary Firm SEC Registration

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

State Registrations and Notice Filings

Exams

Series 63

Date: 8/4/2006

Series 65

Date: 12/19/2005

Series 6

Date: 8/2/2006

Current Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

TRUST BUT VERIFY

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