Pacific Financial Associates, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Parkland, Florida
CRD number
23772
Registered since
February 13, 1989

Firm profile

FINTRX

Overview

Pacific Financial Associates, Inc. is organized as a corporation under individual ownership and is described in public records as an unclassified advisory entity. The firm's public profile does not identify it as a capital allocator, an ESG-focused investor, a multi-state adviser, a pension consultant, or a related adviser. Key operational details such as client segments served, fee arrangements, core business activities, and advisory services were not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Parkland, FL

Broward

Location

Parkland, FL

Headquartered in Parkland, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
10170 Sweet Bay Ct
Time zone
ET (UTC-5)
Office locations

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