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PACIFIC FINANCIAL GROUP, LLC

PACIFIC FINANCIAL GROUP,LLC

CRD 143041 · SEC 801-68318

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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

$4.69B

Discretionary AUM

$4.69B

Team

20 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies17$4.69B

States served

CA, TN, WA

All web addresses on file

Official SEC filing: View on IAPD