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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 3 offices throughout the country.
THE PACIFIC FINANCIAL GROUP, INC. is a Bellevue, Washington based Financial Planning firm with nearly $3,039,889,861 assets under management, offering retirement planning & investment advisory services to 19568 clients. The firm is staffed with 85 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105203 |
| SEC# | 801-18151 |
| Assets Managed by Firm | $3,039,889,861 |
| No. of Clients | 19568 |
| No. of Advisors | 85 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19568 | $3,039,889,861 |
| Individuals (other than high net worth individuals) | 19272 | $2,383,771,966 |
| High net worth individuals | 276 | $324,363,520 |
| Pension and profit sharing plans | 2 | $2,598,412 |
| Charitable organizations | 4 | $5,037,560 |
| Corporations or other businesses | 12 | $9,990,687 |
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