Pacific Financial Advisors

Pacific Financial Advisors (CRD# 154160) is a financial advisory firm headquartered in Bellevue, WA. They manage $99,020,052 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11400 Se 8th Av Se, Suite 460, Bellevue, WA 98004
https://www.pacificfa.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $916,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Pacific Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Ross Wolf, financial advisor Bellevue WA
Ross S. Wolf
CRD#: 2248172
11400 Se 8th Av Se, Suite 460, Bellevue, WA 98004

Ross Wolf (CRD# 2248172) is an Investment Advisor Representative working at Pacific Financial Advisors in Bellevue, WA and has over 31 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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