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Philip Anthony Pizelo

PACIFIC WEST FINANCIAL CONSULTANTS INC·RENTON, Washington
Unclaimed Profile
ONE RENTON PLACE, RENTON, WA 98057CRD# 2429418Firm CRD# 108728
01

About

Philip Anthony Pizelo is a registered financial advisor based in RENTON, Washington, affiliated with PACIFIC WEST FINANCIAL CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PACIFIC WEST FINANCIAL CONSULTANTS INC
PACIFIC WEST FINANCIAL CONSULTANTS INC
AUM
$891M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PACIFIC WEST FINANCIAL CONSULTANTS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 2429418
Firm CRD# 108728
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Anthony Pizelo offer?
Philip Anthony Pizelo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RENTON, Washington for a consultation.
What are Philip Anthony Pizelo's credentials?
Philip Anthony Pizelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Anthony Pizelo located?
Philip Anthony Pizelo is based in RENTON, Washington, working with PACIFIC WEST FINANCIAL CONSULTANTS INC. Their office serves clients in the RENTON metropolitan area and surrounding communities.
How does Philip Anthony Pizelo charge for services?
Philip Anthony Pizelo's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WEST FINANCIAL CONSULTANTS INC?
PACIFIC WEST FINANCIAL CONSULTANTS INC has approximately 11 employees and manages $891M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RENTON
Shanon Lane Ford — PACIFIC WEST FINANCIAL CONSULTANTS INCNorman Weaver — PACIFIC POINT ADVISORS, LLC
Nearby cities in Washington
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