Pacific Financial Associates, Inc.

Broker-DealerFINRA MemberEst. 1989
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 recorded in FINTRX as a corporation that registered with the SEC in 1989 and is owned by an individual. FINTRX classifies the firm as "Unclassified" and the profile contains very limited operational detail. The record flags several negative indicators rather than active service lines: Pacific Financial Associates, Inc. is not listed as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not a pension consultant and is not recorded as a related adviser. FINTRX does not provide information on the firm's advisory activities, fee schedule, client segments, or external affiliations.

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

Contacts

1 of 1
  • Alexander Feldman

    Registered RepresentativeCRD 2317047

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth