National Retirement Planning Experts

National Coverage
Local Professionals

PACIFIC FINANCIAL GROUP, LLC

11811 Ne 1st Street
Suite 201
Bellevue, Washington 98005
Tel: 4254517722

Need a Financial Advisor?
Compare Vetted Advisors

About PACIFIC FINANCIAL GROUP, LLC

PACIFIC FINANCIAL GROUP, LLC, formally registered with the SEC as PACIFIC FINANCIAL GROUP, LLC. The firm was established in 09/27/2007. They have over 2 offices throughout the country.

PACIFIC FINANCIAL GROUP, LLC is a Bellevue, Washington based Financial Planning firm with nearly $3,090,722,246 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143041
SEC#801-68318
Assets Managed by Firm$3,090,722,246
No. of Clients18
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Other (NEGOTIATED FEES FOR RISKPRO)

Advisory Services Provided

  • Portfolio management for investment companies
  • Other (DISTRIBUTOR OF RISK PROFILING AND ASSET ALLOCATION SOFTWARE)

Firm Client Information

No. of ClientsAUM
Firm Total18$3,090,722,246

More Retirement Planning firms in Bellevue, Washington:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$475,093,919,406163121877
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$82,657,150,657146653
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$52,480,583,05670944653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$24,747,000,0001795
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$23,026,995,11177656

Explore More Retirement Advisors in Bellevue, Washington