Pacific Portfolio Consulting, LLC
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Overview
Pacific Portfolio Consulting, LLC is a financial advisory company located in Seattle, Washington. It manages $4.1 billion in assets throughout 535 accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). Pacific Portfolio Consulting, LLC has a small team, including 12 financial advisors. Pacific Portfolio Consulting, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, stocks and bonds.
Pacific Portfolio Consulting, LLC manages more than half of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring the customer's authorization. The firm also has 43 non-discretionary accounts totaling $2.7 billion in assets under management. The advisory firm's average account size is $7.7 million. The average advisor at Pacific Portfolio Consulting, LLC administers about 45 client accounts, placing it towards the middle in terms of personalization.
The company's headquarters is at 701 5Th Avenue, Seattle, Washington 98104. It is legally allowed to provide services to investors across 6 states, including Alaska, California, Oregon, Washington, Arizona and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Portfolio Consulting, LLC by the Numbers
$4.1 billion
23
535
$7.7 million
Products and Services
Pacific Portfolio Consulting, LLC provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the last fiscal year, the firm provided 51-100 of its accounts with financial planning services. It does not sell products or offer services apart from investment advice to its investment advisory clients. Pacific Portfolio Consulting, LLC is also affiliated with one or more other service providers in the financial services industry, including with a banking or thrift institution and trust company.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by the company can be comprised of any combination of the following fee structures: asset-based, hourly or fixed. Pacific Portfolio Consulting, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a number of different customers. Pacific Portfolio Consulting, LLC caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 535 clients, Pacific Portfolio Consulting, LLC's biggest client is high net worth investors, but it also caters to 356 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 66.54%
- Other Individuals - 20%
- Corporations - 11.21%
- Charitable Organizations - 2.24%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pacific Portfolio Consulting, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Pacific Portfolio Consulting, LLC
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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