1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PACIFIC PORTFOLIO CONSULTING, LLC

Map pinSEATTLE, WA
Phone206-623-6641
NotebookSEC #801-66277
Total AUM
$4.8B
Employees
22
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 ALASKAN WAY S
SUITE 500
SEATTLE
WA 98104
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
206-623-6641
Other Offices
1

ReceiptFinancials

Total AUM
$4.8B
Accounts
521
Discretionary
$2.3B
Accounts
487
Non-Discretionary
$2.5B
Accounts
34

ContactClients

View more in analytics →

Individual Clients
270
AUM
$247.5M
HNW Individual Clients
190
AUM
$1.5B
Pension/Profit Sharing Plan Clients
42
AUM
$2.7B
Charitable Organization Clients
9
AUM
$240.8M
Corporation or Business Clients
10
AUM
$82.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account