Adviser Profile
| As of Date | 06/10/2026 |
| Registration status | Registration Changed to PACIFIC FINANCIAL ADVISORS, INC. |
| ADV Location | BELLEVUE, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 110,181,436 11% |
| of that, discretionary | 110,181,436 11% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 598,812 -35% |
| % High Net Worth | 26.09% 302% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds