Pacific Portfolio Consulting, Llc
Seattle, Washington
Pacific Portfolio Consulting, LLC, headquartered in Seattle, WA, is a well-established local investment advisory firm that provides comprehensive financial services to a diverse clientele. With a total of 23 dedicated professionals, including 12 experienced investment advisors, the company offers personalized investment strategies tailored to meet the unique goals and objectives of each client. Having amassed a considerable reputation in the industry, Pacific Portfolio Consulting manages an impressive $4,121,589,000 in assets under management, with an average of $72,600,000 per investment advisor, aligning with the industry avera...
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Assets Under Mgmt

$4.12B

Investment Professionals

12

Locations

2

% 401K & Individual

2%

% Discretionary

35%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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