Pacific Financial Group, LLC

Pacific Financial Group, LLC (CRD# 143041) is a financial advisory firm headquartered in Newport Beach, CA. They manage $267,082,041 in 1,328 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    1,328
    ACCOUNTS
  • Average Account Value
    $201,116
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Other
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, CA, CO, FL, GA, HI, IA, IL, KY, LA, MA, NC, NE, NJ, OH, OR, PA, SD, TX, UT, VA

Financial Advisors at Pacific Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey K. Olsen
CRD#: 2495622
2077 West Coast Highway, Suite A, Newport Beach, CA 92663
93
Wealthminder
score

Jeffrey Olsen (CRD# 2495622) is an Investment Advisor Representative working at Pacific Financial Group, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

2
Kaimele K. Searles
CRD#: 2938755
2077 West Coast Highway, Suite A, Newport Beach, CA 92663
93
Wealthminder
score

Kaimele Searles (CRD# 2938755) is an Investment Advisor Representative working at Pacific Financial Group, LLC in Newport Beach, CA and has over 19 years of experience in the finance industry.

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