Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 06/08/2026
Other registrations (2)
Former registrations

PACIFIC FINANCIAL ADVISORS, INC.

ADV Location BELLEVUE, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 110,181,436
of that, discretionary 110,181,436
Number of Employees 6
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 598,812
% High Net Worth 26.09%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

110M 94M 79M 63M 47M 31M 16M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees