Pacific Portfolio Consulting, LLC
Pacific Portfolio Consulting, LLC (CRD# 139505) is a financial advisory firm headquartered in Seattle, WA. They manage $3,151,380,339 in 259 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management3,151MILLION
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Total Number of Accounts259ACCOUNTS
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Average Account Value$12,167,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, CA, MI, OR, WA
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.
Lawerence Hood (CRD# 1018874) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 36 years of experience in the finance industry.
Bryan Knutson (CRD# 4327732) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 17 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.
James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 23 years of experience in the finance industry.
Harve Menkens (CRD# 6003273) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 6 years of experience in the finance industry.
Joseph Ostrom (CRD# 4310982) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 12 years of experience in the finance industry.
Kevin O'connor (CRD# 5432385) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 2 years of experience in the finance industry.
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.