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Home > Retirement Planners > washington > bellevue > THE PACIFIC FINANCIAL GROUP, INC.
THE PACIFIC FINANCIAL GROUP, INC.
11811 Ne First St
Suite 201
Bellevue, Washington 98005
Tel: 425 451-7722
About THE PACIFIC FINANCIAL GROUP, INC.
THE PACIFIC FINANCIAL GROUP, INC, formally registered with the SEC as THE PACIFIC FINANCIAL GROUP, INC. The firm was established in 01/10/1983. They have over 2 offices throughout the country.
THE PACIFIC FINANCIAL GROUP, INC. is a Bellevue, Washington based Financial Planning firm with nearly $3,734,718,964 assets under management, offering retirement planning & investment advisory services to 18773 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105203 |
| SEC# | 801-18151 |
| Assets Managed by Firm | $3,734,718,964 |
| No. of Clients | 18773 |
| No. of Advisors | 67 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18773 | $3,734,718,964 |
| Individuals (other than high net worth individuals) | 14993 | $3,163,105,965 |
| High net worth individuals | 385 | $541,518,916 |
| Pension and profit sharing plans | 1 | $5,068,136 |
| Charitable organizations | 4 | $6,369,184 |
| Other investment advisers | 1 | $50,270 |
| Corporations or other businesses | 11 | $12,745,097 |
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