Pacific Financial Group, LLC

Overview

Pacific Financial Group, LLC is an SEC-registered investment adviser that provides portfolio management services specifically for investment companies. The firm, registered in 2007, operates with an institutional client focus and charges fees based on a percentage of assets under management. Ownership is listed as a combination of a domestic entity and individual stakeholders. The firm is not identified as an active ESG investor. Pacific Financial Group is classified as an adviser rather than a capital allocator or pension consultant; its industry affiliation is noted as "Other Investment Adviser." The available information emphasizes advisory and portfolio management activity for pooled investment vehicles rather than retail financial planning or wealth management for individuals.

Assets & Accounts

Location & Offices