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Building 2PACIFIC FINANCIAL ADVISORS

Map pinBELLEVUE, WA
Phone425-458-3292
NotebookSEC #801-136357
Total AUM
$110.2M
Employees
6
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11400 SE 8TH AV SE
SUITE 460
BELLEVUE
WA 98004
United States
Operating Hours
8-6
Monday - Friday
Phone
425-458-3292
Other Offices
1

ReceiptFinancials

Total AUM
$110.2M
Accounts
184
Discretionary
$110.2M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$30M
HNW Individual Clients
48
AUM
$80.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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