Pacific Wealth Advisory, LLC

Pacific Wealth Advisory, LLC (CRD# 297657) is a financial advisory firm headquartered in Spokane Valley, WA. They manage $10,843,751 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12121 E Broadway Ave, Bldg 5a, Spokane Valley, WA 99206
http://pacificwealthadvisory.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $121,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Pacific Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Green, financial advisor Spokane Valley WA
Benjamin R. Green
CRD#: 6984480
12121 E Broadway Ave, Bldg 5a, Spokane Valley, WA 99206

Benjamin Green (CRD# 6984480) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has over 5 years of experience in the finance industry.

2
Robert Astin, financial advisor Spokane Valley WA
Robert W. Astin
CRD#: 7888053
12121 E Broadway Ave, Bldg 5a, Spokane Valley, WA 99206

Robert Astin (CRD# 7888053) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has 1 year of experience in the finance industry.

3
Ryan Robinson, financial advisor Spokane Valley WA
Ryan W. Robinson
CRD#: 7886231
12121 E Broadway Ave, Bldg 5a, Spokane Valley, WA 99206

Ryan Robinson (CRD# 7886231) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has 1 year 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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