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Home > Retirement Planners > washington > vancouver > FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL, INC.
610 Esther Street
Suite 100
Vancouver, Washington 98660
Tel: (360) 254-2585
About FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL, INC, formally registered with the SEC as FIRST PACIFIC FINANCIAL, INC. The firm was established in 08/17/2016. They have over 4 offices throughout the country.
FIRST PACIFIC FINANCIAL, INC. is a Vancouver, Washington based Financial Planning firm with nearly $1,512,115,778 assets under management, offering retirement planning & investment advisory services to 3785 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284736 |
| SEC# | 801-108251 |
| Assets Managed by Firm | $1,512,115,778 |
| No. of Clients | 3785 |
| No. of Advisors | 30 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3785 | $1,512,115,778 |
| Individuals (other than high net worth individuals) | 689 | $308,093,669 |
| High net worth individuals | 447 | $1,119,532,296 |
| Pension and profit sharing plans | 1 | $1,725,873 |
| Charitable organizations | 5 | $18,163,029 |
| Corporations or other businesses | 14 | $64,600,911 |
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