PACIFIC PORTFOLIO CONSULTING, LLC

450 Alaskan Way S
Suite 500
Seattle, Washington 98104
Tel: 206-623-6641

About PACIFIC PORTFOLIO CONSULTING, LLC

PACIFIC PORTFOLIO CONSULTING, LLC, formally registered with the SEC as PACIFIC PORTFOLIO CONSULTING, LLC. The firm was established in 01/08/2006. They have over 2 offices throughout the country.

PACIFIC PORTFOLIO CONSULTING, LLC is a Seattle, Washington based Financial Planning firm with nearly $4,797,657,331 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139505
SEC#	801-66277
Assets Managed by Firm	$4,797,657,331
No. of Clients	530
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	530	$4,797,657,331
Individuals (other than high net worth individuals)	285	$241,809,931
High net worth individuals	179	$1,308,420,377
Pension and profit sharing plans	46	$2,958,880,450
Charitable organizations	9	$209,504,293
Corporations or other businesses	11	$79,042,280

More Retirement Planning firms in Seattle, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

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