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Pacific Financial Group,llc

● SEC registered since 2007CRD 143041SEC# 801-68318Nashville, TN
Export (members)
Reg. AUM
$3.76B
Employees
19
Accounts
18
Location
Nashville, TN

Pacific Financial Group,llc assets under management

Pacific Financial Group,llc is an investment advisory firm registered with the SEC based in Nashville, TN. The firm has been registered since 2007. It reports $3.8 billion in regulatory assets under management and employs 19 people.

Pacific Financial Group,llc 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,llc manage?

Pacific Financial Group,llc reports $3.8 billion in regulatory assets under management on its Form ADV.

How many employees does Pacific Financial Group,llc have?

Pacific Financial Group,llc reports 19 employees.

Where is Pacific Financial Group,llc located?

Pacific Financial Group,llc is based in Nashville, TN and has been SEC-registered since 2007.

Does Pacific Financial Group,llc disclose fund performance?

Pacific Financial Group,llc 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 hours7a.m. -4p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1714437
Discloses disciplinary historyNo

Assets under management

Discretionary$3.76B
Non-discretionary$0
Total (RAUM)$3.76B