PACIFIC FINANCIAL GROUP,LLC

PACIFIC FINANCIAL GROUP, LLC
BELLEVUE, Washington·7 registered advisors·CRD# 143041
SEC# 801-6831814254517722
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
Other: NEGOTIATED FEES FOR RISKPRO
03

Specialties

Investment Management
04

Advisors at PACIFIC FINANCIAL GROUP,LLC

7 registered advisors
James Chris Mills
BELLEVUE, Washington
Jeffrey Kent Olsen
NEWPORT BEACH, California
Matthew Keysor Hamilton
BELLEVUE, Washington
Megan Mcclendon Meade
BELLEVUE, Washington
Nicholas Braun Scalzo
BELLEVUE, Washington
ChFC
Ron Edwin Thompson
NEWPORT BEACH, California
Tomas Giardino
IRVINE, California
05

Office Locations

BELLEVUE, Washington
4 advisors
NEWPORT BEACH, California
2 advisors
IRVINE, California
1 advisor

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Data sourced from SEC Form ADV filings. PACIFIC FINANCIAL GROUP,LLC (CRD# 143041) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.