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).

Current Firm Details
601 Union Street, Suite 4343, Seattle, WA 98101
http://www.pacific-portfolio.com
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 Debruler, financial advisor Seattle WA
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 Hood, financial advisor Seattle WA
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 Knutson, financial advisor Seattle WA
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 Ayres, financial advisor Seattle WA
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 O'connor, financial advisor Seattle WA
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 Gardner, financial advisor Seattle WA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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