Pacwest Financial Management Inc.

Pacwest Financial Management Inc. (CRD# 108740) is a financial advisory firm headquartered in Phoenix, AZ. They manage $225,798,307 in 442 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $510,856
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, TX

Financial Advisors at Pacwest Financial Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Beverly J. Bowers
CRD#: 2018270
1643 E. Bethany Home Rd., Phoenix, AZ 85016
96
Wealthminder
score

Beverly Bowers (CRD# 2018270) is an Investment Advisor Representative working at Pacwest Financial Management Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry. Beverly Bowers 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.

2
Elliot C. Kauffman
CRD#: 2511535
1643 E. Bethany Home Rd., Phoenix, AZ 85016
96
Wealthminder
score

Elliot Kauffman (CRD# 2511535) is an Investment Advisor Representative working at Pacwest Financial Management Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry.

3
Grace Lau
CRD#: 2766928
1432 E. Northern Ave., Phoenix, AZ 85020
93
Wealthminder
score

Grace Lau (CRD# 2766928) is an Investment Advisor Representative working at Pacwest Financial Management Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.

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