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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Financial Group Inc
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| CRD # | 105203 |
| SEC # | 801-18151 |
| CIK # | 0001163368, 0001279926, 0001093728, 0001714437 |
| AUM | $4.1 B (2025-06-12) |
| Employees | 66 (32% Investors, 0% Brokers) |
| Phone | 425-451-7722 |
| Address | 1920 Adelicia Street Nashville, TN 37212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,081 | 3.6 |
| (b) Individuals (high net worth individuals) | 332 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18,959 | 4.1 |
| By Discretionary | ||
| Discretionary | 18,848 | 4.1 |
| Non-Discretionary | 111 | 0.0 |
| Total | 18,959 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 18,959 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001093728] | |
| 10-Q | [0001093728] | |
| 3 | [0001093728] | |
| 4 | [0001093728] | |
| 8-K | [0001093728] | |
| D | [0001093728] | |
| SC 13G | [0001093728] | |
| 13F-NT | [0001163368] | |
| 3 | [0001163368] | |
| 4 | [0001163368] | |
| SC 13D | [0001163368] | |
| SC 13G | [0001163368] | |
| 13F-HR | [0001279926] |
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|---|---|---|
|
Legacy Advisors LLC
✚
|
PA | 4.2 |
|
Heritage Investors Management Corp
✚
|
MD | 4.2 |
|
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CA | 4.1 |
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NJ | 4.1 |
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IL | 4.1 |
|
Financial Advocates Investment Management
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WA | 4.1 |
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Mozaic LLC
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|
CA | 4.1 |
|
van Berkom and Associates Inc
✚
|
4.1 | |
|
Ashton Thomas Private Wealth LLC
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|
AZ | 4.1 |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |