About PACIFIC FINANCIAL ADVISORY GROUP LLC
PACIFIC FINANCIAL ADVISORY GROUP LLC is a leading financial advisory firm that provides expert guidance and services to its clients. With a team of highly qualified and experienced advisors, the firm offers a wide range of financial services to individuals and businesses. The company has a strong track record of helping its clients achieve their financial goals and providing them with unbiased and personalized advice.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategy
- Offers a wide range of financial services
- Has a team of highly qualified and experienced advisors
- Uses an unbiased and client-centric approach
Facts and Insights:
PACIFIC FINANCIAL ADVISORY GROUP LLC has been in business for over 15 years and has a total of 100 advisors. The firm currently manages over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100 | 15 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax and estate planning
- Insurance planning
- Education funding
Client Types:
- Individuals
- Businesses
- Families
- High-net-worth individuals
Fees & Compensation:
PACIFIC FINANCIAL ADVISORY GROUP LLC charges a percentage of assets under management as its fee. This fee structure incentivizes the firm to grow its clients’ portfolios and aligns its interests with those of its clients. The firm may also receive commissions from certain products but always discloses this information to its clients.
Background:
PACIFIC FINANCIAL ADVISORY GROUP LLC was founded in 2005 and has since grown to become a trusted and reputable financial advisory firm. The company’s team of advisors has a diverse range of expertise and experience, allowing the firm to offer comprehensive and customized financial solutions to its clients.
Financial Advisor Disclosures to Know:
- PACIFIC FINANCIAL ADVISORY GROUP LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm may receive compensation from third parties for recommending certain products or services.
- PACIFIC FINANCIAL ADVISORY GROUP LLC has no disclosures of disciplinary actions on its record.