The Pacific Group

The Pacific Group (CRD# 297601) is a financial advisory firm headquartered in Los Angeles, CA. They manage $29,994,352 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3003 West Olympic Boulevard, Suite 106-550, Los Angeles, CA 90006
https://www.linkedin.com/company/thepacificgroup
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $399,925
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Pacific Group
Showing 1 - 3 of 3 top financial advisors.
1
David Adefeso, financial advisor Los Angeles CA
David A. Adefeso
CRD#: 2769522
Los Angeles, CA

David Adefeso (CRD# 2769522) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 22 years of experience in the finance industry.

2
Benjamin Kim, financial advisor Los Angeles CA
Benjamin H. Kim
CRD#: 5832818
Los Angeles, CA

Benjamin Kim (CRD# 5832818) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
Nickolas Waggoner, financial advisor Los Angeles CA
Nickolas V. Waggoner
CRD#: 6111575
Los Angeles, CA

Nickolas Waggoner (CRD# 6111575) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 9 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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