Judith
Cheng
The Pacific Financial Group, Inc
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About this Advisor
Judith Cheng is a chartered financial analyst operating out of New York, New York with 1 year of industry experience. Cheng currently works for The Pacific Financial Group, Inc. The advisor has gained experience at Brian Boder, Royal Bank Of Canada, Baruch College, Lee Weinstein, Aaron Bernthal, Elisa Hecht, Northwestern Mutual Investment Services, LLC, Bny Mellon Securities Corporation and Dws Distributors, Inc. Cheng has a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in New York and Washington. The Pacific Financial Group, Inc is a company based in Bellevue, WA. The company has offices in two locations and a total of 85 employees. It oversees $3 billion in assets between its 19,568 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves four charities and foundations. Of its 19,568 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on the type of financial services. However, fees billed by The Pacific Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Pacific Financial Group, Inc Brokerage Details
$3,039,889,861
85
19,568
$155,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Judith Cheng Work History
Judith has been registered as a financial advisor for 1 years.*
Dws Distributors, Inc
Bny Mellon Securities Corporation
Brian Boder
Lee Weinstein
Aaron Bernthal
Elisa Hecht
Northwestern Mutual Investment Services, LLC
Baruch College
Royal Bank Of Canada
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Judith Cheng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Pacific Financial Group, Inc
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Lebanon, OH
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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