The Pacific Group
Firm details
- Headquarters
- ,
- CRD number
- 297601
- Registered since
- July 27, 2018
- Website
- thepacificgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.48%
- Charitable Organizations37.86%
- Pension & Profit Sharing Plans13.64%
- Individuals4.02%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
The Pacific Group is an independently owned RIA organized as an LLC that serves both individual/family and institutional clients. It operates with a fee model tied to assets under management and also conducts insurance brokerage activities. Advisory services emphasize portfolio management for individuals and small businesses and the firm produces periodicals or newsletters as part of its client communications. The firm is state-registered in California and Texas and lists affiliations that include another investment adviser and an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- US Government Bonds32%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- Derivatives2%
Contacts
2 of 2
David Adefeso
FounderCRD 2769522
Nickolas Waggoner
Operations ManagerCRD 6111575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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