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PACIFIC FINANCIAL ADVISORS
PACIFIC FINANCIAL ADVISORS, INC.
CRD 154160 · SEC 801-136357
11400 SE 8TH AV SE, SUITE 460, BELLEVUE, WA, 98004, United States
Phone
425-458-3292
Fax
866 451 1287
Registration
— (—)
Source
State registered
Total AUM
$110.2M
Discretionary AUM
$110.2M
Team
6 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $30.0M |
| High net worth individuals | 48 | $80.1M |
All web addresses on file
Official SEC filing: View on IAPD