A complete list of active advisors currently associated with The Pacific Group

Warmer can help you find a great advisor at The Pacific Group or one who fits your needs even better.

The Pacific Group provides discretionary and non-discretionary portfolio management, financial planning and consulting services, and sponsors a wrap-fee program. The firm serves individual clients, including high-net-worth households, and manages roughly $37.6 million for a relatively small client base. The firm tailors portfolios to client objectives using model portfolios, ongoing monitoring and rebalancing, and a mix of investments that can include mutual funds, ETFs, bonds, real estate, options and margin strategies. Clients may grant discretionary trading authority or retain non-discretionary relationships, and the firm documents suitability factors such as risk tolerance, time horizon and liquidity needs. The brochure discloses several affiliations — including a separate registered investment adviser and a licensed insurance agency — and the firm’s role as a wrap-fee sponsor that executes trades through Charles Schwab and offers access to Betterment’s automated platform, factors that could create additional conflicts of interest discussed in the ADV. The filing also notes recent material amendments to fee, service and affiliation disclosures and discloses a past regulatory sanction involving a supervised person, items prospective clients should review in the firm’s ADV.

To learn more about the advisors currently working at The Pacific Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.