Pacific Portfolio Consulting, LLC

Pacific Portfolio Consulting, LLC (CRD# 139505) is a financial advisory firm headquartered in Seattle, WA. They manage $4,797,657,331 in 530 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
701 5th Avenue, Suite 6850, Seattle, WA 98104
http://www.pacific-portfolio.com
By the Numbers
  • Total Assets Under Management
    4,798
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $9,052,184
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, OR, TX, WA

Financial Advisors at Pacific Portfolio Consulting, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Ayres, financial advisor Seattle WA
James E. Ayres
CRD#: 2550845
601 Union Street #4343, Seattle, WA 98101

James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 29 years of experience in the finance industry.

2
Jean Debruler, financial advisor Seattle WA
Jean S. Debruler
CRD#: 63510
601 Union Street, #4343, Seattle, WA 98101

Jean Debruler (CRD# 63510) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 40 years of experience in the finance industry.

3
Lawerence Hood, financial advisor Seattle WA
Lawerence L. Hood
CRD#: 1018874
701 5th Avenue, Suite 6850, Seattle, WA 98104

Lawerence Hood (CRD# 1018874) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 42 years of experience in the finance industry.

4
Matthew Litzler, financial advisor Seattle WA
Matthew C. Litzler
CRD#: 4852851
701 5th Ave, Ste 6850, Seattle, WA 98004

Matthew Litzler (CRD# 4852851) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

5
Harve Menkens, financial advisor Seattle WA
Harve E. Menkens
CRD#: 6003273
701 5th Avenue, Suite 6850, Seattle, WA 98104

Harve Menkens (CRD# 6003273) 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.

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.

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