The Pacific Group

The Pacific Group (CRD# 297601) is a financial advisory firm headquartered in Los Angeles, CA. They manage $26,269,808 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $309,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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 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 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 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.