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).

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 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 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 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.

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