|
⚲
|
| First Pacific Financial Inc
✚
| |
|---|---|
| CRD # | 284736 |
| SEC # | 801-108251 |
| CIK # | 0001810089 |
| AUM | $1.3 BB (2024-08-05) |
| Employees | 29 (55% Investors, 0% Brokers) |
| Phone | 360-254-2585 |
| Address | 610 Esther Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.3 | |
| COST | 207,576.9 | 4.1 | |
| AAPL | 2,382,844.0 | 3.1 | |
| CRM | 170,602.7 | 1.7 | |
| NVDA | 399,550.0 | 1.6 | |
| ETN | 51,598.7 | 1.6 | |
| CRWD | 40,424.6 | 1.6 | |
| GOOG | 1,482,566.4 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 673 | 304.6 |
| (b) Individuals (high net worth individuals) | 387 | 958.9 |
| (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 | 2.0 |
| (h) Charitable organizations | 3 | 4.2 |
| (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 | 4 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,467 | 1,277.3 |
| By Discretionary | ||
| Discretionary | 3,465 | 1,272.2 |
| Non-Discretionary | 2 | 5.1 |
| Total | 3,467 | 1,277.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,277.3 | |
| Total | 3,467 | 1,277.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001810089] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Raffa Wealth Management LLC
✚
|
DC | 1.3 |
|
J Stern & Co LLP
✚
|
1.3 | |
|
Blue Chip Partners LLC
✚
|
MI | 1.3 |
|
Inscription Capital LLC
✚
|
TX | 1.3 |
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.3 |
|
Naviter Wealth LLC
✚
|
AR | 1.3 |
|
Wendell David Associates Inc
✚
|
NH | 1.3 |
|
Auxano Advisors LLC
✚
|
WA | 1.3 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.3 |
|
Avenir Corporation
✚
|
VA | 1.3 |