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FIRST PACIFIC FINANCIAL, INC.
CRD 284736 · SEC 801-108251
610 ESTHER STREET, SUITE 100, VANCOUVER, WA, 98660, United States
Phone
(360) 254-2585
Fax
(360) 254-2726
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.93B
Discretionary AUM
$1.92B
Team
33 total employees; 19 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 726 | $318.3M |
| High net worth individuals | 565 | $1.51B |
| Pension/profit sharing plans | 1 | $2.2M |
| Charitable organizations | 5 | $19.4M |
| Corporations/business entities | 15 | $78.0M |
States served
AK, AZ, CA, CO, ID, NV, NC, OH, OR, UT, VA, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD