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Pacific Financial Group Inc

● SEC registered since 1983CRD 105203SEC# 801-18151Nashville, TN
Export (members)
Reg. AUM
$4.11B
Employees
66
Accounts
18,959
Location
Nashville, TN

Pacific Financial Group Inc assets under management

Pacific Financial Group Inc is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 1983. It reports $4.1 billion in regulatory assets under management and employs 66 people.

Pacific Financial Group Inc owners & executives

7 reported
NameTitleOwnershipSince
James Chris Mills ControlChief Executive OfficerUnder 5%2024
Linda Jane Hoard ControlChief Compliance OfficerUnder 5%2024
Megan McClendon Meade ControlManaging MemberUnder 5%2024
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Frequently asked questions

How much does Pacific Financial Group Inc manage?

Pacific Financial Group Inc reports $4.1 billion in regulatory assets under management on its Form ADV.

How many employees does Pacific Financial Group Inc have?

Pacific Financial Group Inc reports 66 employees.

Where is Pacific Financial Group Inc located?

Pacific Financial Group Inc is based in Nashville, TN and has been SEC-registered since 1983.

Does Pacific Financial Group Inc disclose fund performance?

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

Contact & registration

Address1920 Adelicia Street, Suite 500, Nashville, TN 37212
Phone425-451-7722
Fax425-451-7731
Office hoursMon-Fri 7a.m.-4p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1279926
Discloses disciplinary historyYes

Assets under management

Discretionary$4.1B
Non-discretionary$15.9M
Total (RAUM)$4.11B