Pacific Financial Group, LLC

Pacific Financial Group, LLC (CRD# 143041) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,985,373,333 in 13 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,985
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $152,721,026
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, GA, HI, IA, IL, KY, LA, MA, NC, NE, NJ, OH, OR, PA, SD, TX, UT, VA, WA

Financial Advisors at Pacific Financial Group, LLC
No Advisor Found.
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