PACIFIC FINANCIAL GROUP, LLC

Overview

Pacific Financial Group, LLC is an institutional-focused investment adviser that specializes in portfolio management for investment companies. Registered with the SEC in 2007 and organized as an LLC, the firm provides discretionary management on a fee basis (percentage of AUM) and operates as an adviser to pooled investment vehicles rather than as a retail wealth manager. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not provide pension consulting services. Given the firm’s explicit advisory activity—portfolio management for investment companies—Pacific Financial Group concentrates on managing pooled capital structures and institutional mandates, using discretionary authority to implement investment strategies for its clients. The firm is classified as “other investment adviser” in industry affiliations and is not characterized as a capital allocator.

Assets & Accounts

Location & Offices