PACIFIC PORTFOLIO CONSULTING, LLC

SEATTLE, Washington·4 registered advisors·CRD# 139505

SEC# 801-662771206-623-6641

01

Firm Overview

AUM

$4.8B

Regulatory assets under management

Employees

22

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PACIFIC PORTFOLIO CONSULTING, LLC

4 registered advisors

Eric Peter Jarvis

SEATTLE, Washington

Joseph James Gallagher

SEATTLE, Washington

Lawerence Lee Hood

SEATTLE, Washington

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. PACIFIC PORTFOLIO CONSULTING, LLC (CRD# 139505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.