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PACIFIC FINANCIAL GROUP INC
PACIFIC FINANCIAL GROUP INC
THE PACIFIC FINANCIAL GROUP, INC.
BELLEVUE, Washington
·
4 registered advisors
·
CRD# 105203
SEC# 801-18151
1
425 451-7722
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PACIFIC FINANCIAL GROUP INC
4 registered advisors
Cory James Kendall
BELLEVUE, Washington
CRD# 3213179
James Carmichael Mcclendon
BELLEVUE, Washington
CRD# 1134177
Jennifer Lynn Enstad
BELLEVUE, Washington
CRD# 2859122
Sylvain David Templeman
BELLEVUE, Washington
CRD# 3127588
05
Office Locations
BELLEVUE, Washington
4 advisors
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Data sourced from SEC Form ADV filings. PACIFIC FINANCIAL GROUP INC (CRD# 105203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.