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| First Pacific Financial Inc
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|---|---|
| CRD # | 284736 |
| SEC # | 801-108251 |
| CIK # | 0001810089 |
| AUM | 1,925.8 M (2026-05-12) |
| Employees | 33 (58% 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 | ||
| Cisco Systems Inc | 8.8 | ||
| J P Morgan Chase & Co | 8.5 | ||
| AbbVie Inc | 7.0 | ||
| Travelers Companies Inc | 6.6 | ||
| Novartis AG | 6.2 | ||
| International Business Machines Corp | 5.9 | ||
| Johnson & Johnson | 5.7 | ||
| Health Care REIT Inc /DE/ | 5.7 | ||
| Apple Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 726 | 318.3 |
| (b) Individuals (high net worth individuals) | 565 | 1,507.9 |
| (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 | 2.2 |
| (h) Charitable organizations | 5 | 19.4 |
| (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 | 15 | 78.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,448 | 1,925.8 |
| By Discretionary | ||
| Discretionary | 4,446 | 1,920.2 |
| Non-Discretionary | 2 | 5.7 |
| Total | 4,448 | 1,925.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,925.8 | |
| Total | 4,448 | 1,925.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810089] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
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|---|---|---|
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