The Pacific Financial Group, Inc.
Registered investment advisor · Nashville, Tennessee · CRD #105203
Source: SEC Form ADV filings. Data as of 2026-07-06.
About The Pacific Financial Group, Inc.
The Pacific Financial Group, Inc. (TPFG) is a financial advisory firm based in Bellevue, Washington, established in 1984. It specializes in providing a turnkey asset management platform (TAMP) and is recognized for its expertise in managing Self-Directed Brokerage Accounts (SDBAs) for retirement plan participants. TPFG serves a diverse clientele, including financial advisors, individual investors, and institutional clients, offering fee-only investment advisory services that focus on portfolio m
Fee Structure
Frequently Asked Questions
What is The Pacific Financial Group, Inc.'s AUM?
The Pacific Financial Group, Inc. reports approximately $5.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is The Pacific Financial Group, Inc. headquartered?
The Pacific Financial Group, Inc. is headquartered in Nashville, Tennessee.
What is The Pacific Financial Group, Inc.'s CRD number?
The Pacific Financial Group, Inc.'s CRD number is 105203. 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 The Pacific Financial Group, Inc. manage?
The Pacific Financial Group, Inc. manages approximately 16,832 client accounts according to its latest SEC filing.
Is The Pacific Financial Group, Inc. SEC registered?
Yes, The Pacific Financial Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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