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PACIFIC WEST FINANCIAL CONSULTANTS INC
RENTON, WA
425-271-3550
SEC #801-55508Total AUM
$890.5M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE RENTON PLACE
555 S. RENTON VILLAGE PLACE, #700
RENTON
WA 98057
United States
555 S. RENTON VILLAGE PLACE, #700
RENTON
WA 98057
United States
Operating Hours
6:00AM - 5:000PM
Monday - Friday
Monday - Friday
Phone
425-271-3550
Financials
Total AUM
$890.5M
Accounts
6,894Discretionary
$601.5M
Accounts
3,507Non-Discretionary
$289M
Accounts
3,387
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.