The Pacific Group

The Pacific Group (CRD# 297601) is a financial advisory firm headquartered in Los Angeles, CA. They manage $33,825,136 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 S. Grand Ave, Suite 1650, Los Angeles, CA 90071
https://www.linkedin.com/groups/6778804/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $367,665
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

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
500 S. Grand Ave, Suite 1650, Los Angeles, CA 90071

David Adefeso (CRD# 2769522) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 19 years of experience in the finance industry.

2
Nathan Gierke, financial advisor Los Angeles CA
Nathan E. Gierke
CRD#: 5020882
500 S. Grand Ave, Suite 1650, Los Angeles, CA 90071

Nathan Gierke (CRD# 5020882) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 15 years of experience in the finance industry.

3
Benjamin Kim, financial advisor Los Angeles CA
Benjamin H. Kim
CRD#: 5832818
500 S. Grand Ave, Suite 1650, Los Angeles, CA 90071

Benjamin Kim (CRD# 5832818) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 8 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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