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PACIFIC WEST FINANCIAL CONSULTANTS INC
PACIFIC WEST FINANCIAL CONSULTANTS INC
RENTON, Washington
·
2 registered advisors
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CRD# 108728
SEC# 801-55508
425-271-3550
01
Firm Overview
AUM
$891M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
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
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PACIFIC WEST FINANCIAL CONSULTANTS INC
2 registered advisors
Philip Anthony Pizelo
RENTON, Washington
CRD# 2429418
Shanon Lane Ford
RENTON, Washington
CRD# 4151684
05
Office Locations
RENTON, Washington
2 advisors
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Data sourced from SEC Form ADV filings. PACIFIC WEST FINANCIAL CONSULTANTS INC (CRD# 108728) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.