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Building 2THE PACIFIC FINANCIAL GROUP, INC.

Map pinNASHVILLE, TN
Phone425-451-7722
NotebookSEC #801-18151
Total AUM
$5.1B
Employees
62
Clients
16,832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 20TH AVENUE SOUTH
SUITE 500
NASHVILLE
TN 37212
United States
Operating Hours
MON-FRI 7AM-4PM
Monday - Friday
Phone
425-451-7722

ReceiptFinancials

Total AUM
$5.1B
Accounts
16,832
Discretionary
$5.1B
Accounts
16,832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16,514
AUM
$4.5B
HNW Individual Clients
304
AUM
$501.3M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M
Charitable Organization Clients
4
AUM
$7.2M
Corporation or Business Clients
9
AUM
$12.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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