The Pacific Financial Group, Inc.

The Pacific Financial Group, Inc. (CRD# 105203) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,039,889,861 in 19,568 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,040
    MILLION
  • Total Number of Accounts
    19,568
    ACCOUNTS
  • Average Account Value
    $155,350
Compensation Options
  • A percentage of assets under your management
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at The Pacific Financial Group, Inc.
Showing 21 - 23 of 23 top financial advisors.
21
Judith W. Cheng
CRD#: 6717044
New York, NY

Judith Cheng (CRD# 6717044) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in New York, NY and has over 6 years of experience in the finance industry.

22
Patrick R. Nelis
CRD#: 6686917
11811 Ne First St, Suite 201, Bellevue, WA 98005

Patrick Nelis (CRD# 6686917) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has over 2 years of experience in the finance industry.

23
Antonio M. Thompson
CRD#: 7578773
11811 Ne First St, Suite 201, Bellevue, WA 98005

Antonio Thompson (CRD# 7578773) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Bellevue, WA and has 1 year of experience in the finance industry.

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