Assets Under Management
$4.1B
Number of Clients
15,437
Number of Advisors
14
Average Client AUM
$266K
AUM per Advisor
$293.7M
Compensation
Fee-Only (AUM)
Pacific Financial Group, Inc. (TPFG) offers investment advisory programs (EPIC) through affiliated IARs. Programs include Strategy PLUS, EPIC Plus, ADVANTAGE, CORE, VAO, CHOICE, and P4, each with different investment models and solutions. TPFG manages models and monitors strategists, providing services and technology to advisers.
11811 NE First St, Suite 201, Bellevue, WA, 98005