Pacific Pension Advisors LLC

Overview

Pacific Pension Advisors LLC is structured as a limited liability company that combines insurance brokerage with advisory and consulting services. The firm is flagged as a capital allocator and provides a mix of client-facing advisory work — financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars — alongside insurance brokerage activities. Compensation is reported to include both percentage-of-AUM and fixed-fee arrangements. FINTRX indicates the firm is not an active ESG investor and is not listed as a multi-state adviser. Industry affiliations on record show ties to broker-dealer activities, other investment adviser functions, and insurance company operations, which aligns with the dual insurance/advisory business model. The firm's regulatory classification in the snapshot is listed as unclassified and the SEC registration year is not provided in the data extract.

Assets & Accounts

Location & Offices