First Pacific Financial, Inc. is a large advisory firm based in Vancouver. It manages $556.77 million of regulatory assets for 2,233 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
First Pacific Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Pacific Financial, Inc. is $556.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay First Pacific Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of First Pacific Financial is high net worth individuals with 244 clients and $365.01 million of assets under management. Among the 7 most similar advisory firms, First Pacific Financial has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $556.77 million for 783 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
First Pacific Financial doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where First Pacific Financial, Inc. performs its advisory services is located at 610 Esther Street, Vancouver, WA 98660, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (360) 254-2585 or by fax (360) 254-2726. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at facebook.com/first-pacific-financial-152729758092926/.