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First Pacific Financial, Inc.

● SEC registered since 2016CRD 284736SEC# 801-108251Vancouver, WA
Export (members)
Reg. AUM
$1.51B
Employees
31
Accounts
3,785
Location
Vancouver, WA

First Pacific Financial, Inc. assets under management

First Pacific Financial, Inc. is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2016. It reports $1.5 billion in regulatory assets under management and employs 31 people.
www.facebook.com/first-pacific-financial-152729758092926View on SEC.gov ↗

First Pacific Financial, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Adam Timothy WishardShareholder, Co-Chief Investment Officer & AdvisorUnder 5%2017
Brandon Merritt TreasureCo-Chief Investment OfficerUnder 5%2024
Darren Patrick FarrellShareholder10-25%2017
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Frequently asked questions

How much does First Pacific Financial, Inc. manage?

First Pacific Financial, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does First Pacific Financial, Inc. have?

First Pacific Financial, Inc. reports 31 employees.

Where is First Pacific Financial, Inc. located?

First Pacific Financial, Inc. is based in Vancouver, WA and has been SEC-registered since 2016.

Does First Pacific Financial, Inc. disclose fund performance?

First Pacific Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address610 Esther Street, Suite 100, Vancouver, WA 98660
Phone(360) 254-2585
Fax(360) 254-2726
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1810089
Discloses disciplinary historyNo

Assets under management

Discretionary$1.51B
Non-discretionary$5.4M
Total (RAUM)$1.51B