Pacific Portfolio Consulting, LLC

Pacific Portfolio Consulting, LLC (CRD# 139505) is a financial advisory firm headquartered in Seattle, WA. They manage $2,749,812,744 in 251 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,750
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $10,955,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, CA, MI, OR, WA

Financial Advisors at Pacific Portfolio Consulting, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jean S. Debruler
CRD#: 63510
601 Union Street, #4343, Seattle, WA 98101
96
Wealthminder
score

Jean Debruler (CRD# 63510) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 34 years of experience in the finance industry.

2
Lawerence L. Hood
CRD#: 1018874
601 Union Street, #4343, Seattle, WA 98101
96
Wealthminder
score

Lawerence Hood (CRD# 1018874) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 35 years of experience in the finance industry.

3
Bryan M. Knutson
CRD#: 4327732
601 Union Street, #4343, Seattle, WA 98101
96
Wealthminder
score

Bryan Knutson (CRD# 4327732) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 16 years of experience in the finance industry. Bryan Knutson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James E. Ayres
CRD#: 2550845
601 Union Street #4343, Seattle, WA 98101
93
Wealthminder
score

James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 22 years of experience in the finance industry.

5
Kevin P. O'connor
CRD#: 5432385
601 Union Street, Suite 4343, Seattle, WA 98101
87
Wealthminder
score

Kevin O'connor (CRD# 5432385) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has 1 year of experience in the finance industry.

6
Randy S. Gardner
CRD#: 1780912
601 Union Street, Suite 4343, Seattle, WA 98101
81
Wealthminder
score

Randy Gardner (CRD# 1780912) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.