Pacific Financial Group LLC

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Assets, Funds, Holdings

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Pacific Financial Group LLC
CRD #143041
SEC #801-68318
CIK #1714437
AUM $2.3 BB (100% Disc, 100% US)
Employees60 (43% Investors, 3% Brokers)
Phone714-427-5800
Address2077 West Coast Highway
Newport Beach, CA 92663
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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2.3
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2.3
Destination Wealth Management
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2.2
American Capital Management Inc
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2.2
CUNA Brokerage Services Inc
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2.2
Boston Advisors LLC
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2.2
Lotsoff Capital Management
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2.2
Parkway Advisors LP
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2.2
Valley Forge Asset Management LLC
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2.2
McDonald Investments Inc
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2.2