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THE PACIFIC FINANCIAL GROUP, INC.
PACIFIC FINANCIAL GROUP INC
CRD 105203 · SEC 801-18151
900 20TH AVENUE SOUTH, SUITE 500, NASHVILLE, TN, 37212, United States
Phone
425-451-7722
Fax
425-451-7731
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.07B
Discretionary AUM
$5.07B
Team
62 total employees; 20 advisory reps; 957 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16514 | $4.55B |
| High net worth individuals | 304 | $501.3M |
| Pension/profit sharing plans | 1 | $6.2M |
| Charitable organizations | 4 | $7.2M |
| Corporations/business entities | 9 | $12.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD