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THE Pacific Financial Group, Inc.

Headquartered in BELLEVUE, WA

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Firm Information

THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.

THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (16)

THE PACIFIC FINANCIAL GROUP, INC. has a total of 16 branch locations across the country.
location

New York, NY

location

Denver, CO

location

Brecksville, OH

location

NEWPORT BEACH, CA

location

Nashville, TN

location

Bellevue, WA

location

Monroeville, PA

location

Eagle, ID

location

Meridian, ID

location

Newport Beach, CA

location

LIVERMORE, CA

location

BELLEVUE, WA

location

Powell, OH

location

State College, PA

location

San Ramon, CA

location

Germantown, TN

Advisors at THE Pacific Financial Group, Inc.

View All 18 Advisors
Unclaimed
Judith Wylie Cheng

CFA®, RA

New York, NY

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Michael Richard Jenco

RA

Denver, CO

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Charles Mark Kennedy

RA

Nashville, TN

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Antonio Michael Thompson

RA

BELLEVUE, WA

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Unclaimed
Joseph Charles Carey

RA

BELLEVUE, WA

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Unclaimed
David Nathan Lurie

RA

BELLEVUE, WA

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Unclaimed
James Carmichael McClendon

RA

BELLEVUE, WA

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Unclaimed
Megan Mcclendon Meade

RA

BELLEVUE, WA

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Disclosures

There are no public disclosures for THE Pacific Financial Group, Inc..

Frequently Asked Questions (7)

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