Wealth Manager
    SEC Registered
    Manages Private Funds

    First Pacific Financial, Inc.

    Registered investment advisor · Vancouver, Washington · CRD #284736

    Assets Under Management
    $1.9B
    Client Accounts
    4,448
    Employees
    33
    CRD Number
    284736
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc. Advisor Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About First Pacific Financial, Inc.

    First Pacific Financial, Inc. is a comprehensive investment advisory firm offering total wealth management, including retirement planning, tax planning, investment management, and estate planning. They focus on aligning financial strategies with clients' life values and long-term goals. Their approach simplifies complex financial management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for First Pacific Financial, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is First Pacific Financial, Inc.'s AUM?

    First Pacific Financial, Inc. reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is First Pacific Financial, Inc. headquartered?

    First Pacific Financial, Inc. is headquartered in Vancouver, Washington.

    What is First Pacific Financial, Inc.'s CRD number?

    First Pacific Financial, Inc.'s CRD number is 284736. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does First Pacific Financial, Inc. manage?

    First Pacific Financial, Inc. manages approximately 4,448 client accounts according to its latest SEC filing.

    Is First Pacific Financial, Inc. SEC registered?

    Yes, First Pacific Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Washington

    Parametric Portfolio Associates
    Seattle, WA · $684.8B AUM
    Russell Investments
    Seattle, WA · $81.1B AUM
    Russell Investments
    Seattle, WA · $68.6B AUM
    Russell Investments
    Seattle, WA · $35B AUM
    Invesco Managed Accounts, LLC
    Seattle, WA · $31.3B AUM
    Bentallgreenoak (U.S.) Limited Partnership
    Seattle, WA · $24.1B AUM
    See all top RIA firms in Washington →

    Research firms like First Pacific Financial, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial