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| Happy Holidays!! thanks for using AUM13F!! |
| First Pacific Financial Inc
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| CRD # | 284736 |
| SEC # | 801-108251 |
| CIK # | 0001810089 |
| AUM | $1.5 B (2025-07-07) |
| Employees | 32 (56% Investors, 0% Brokers) |
| Phone | 360-254-2585 |
| Address | 610 Esther Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.5 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Costco Wholesale Corp /NEW | 4.8 | ||
| International Business Machines Corp | 4.7 | ||
| Cisco Systems Inc | 4.5 | ||
| AbbVie Inc | 4.3 | ||
| Bank of New York Mellon Corp | 4.3 | ||
| Travelers Companies Inc | 4.2 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 689 | 308.1 |
| (b) Individuals (high net worth individuals) | 447 | 1,119.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 5 | 18.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 64.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,785 | 1,512.1 |
| By Discretionary | ||
| Discretionary | 3,783 | 1,506.7 |
| Non-Discretionary | 2 | 5.4 |
| Total | 3,785 | 1,512.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,512.1 | |
| Total | 3,785 | 1,512.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810089] |
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