The Pacific Financial Group, Inc.

The Pacific Financial Group, Inc. is a RIA based in Bellevue, WA with $446M in AUM and with 16 advisors nationwide.

Advisors (16)

Name	Start Date
Aaron Jacob Chow	Feb 2007
Carol Jacquelyn Zelenke	Oct 2011
Decker Rollen Lang	Sep 2010
Dildine, Yvonne, Jill	Dec 2008
Ingrid Louise Kafer	Aug 2012

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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$446.0M

Total Assets

Accounts

$81.3K

Estimated Average Account Balance

*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

James Carmichael Mcclendon (25% to 50%)
Mcclendon, Joan, Arlene (25% to 50%)
Megan Mcclendon Meade (10% to 25%)
Olsen, Trustee, Wilbur, F. (5% to 10%)
Miller, Helen, Metrokas (5% to 10%)
Executives with less than 5% share each

Yvonne Jill Dildine

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
James Carmichael Mcclendon	Managing Director/Ceo	12/01/2005
Mcclendon, Joan, Arlene	Secretary	04/01/1984
Olsen, Trustee, Wilbur, F.	Stockholder Only	04/01/1984
Miller, Helen, Metrokas	Stockholder Only	04/01/1984
Megan Mcclendon Meade	President	08/01/2005

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	777 108th Avenue NE Bellevue , WA 98004
Phone Number:	425 451-7722

Firm Compensation Arrangements

Types of Compensation Arrangements

Percentage of Assets

Key Information

Type:	Investment Adviser Firm
HQ:	Bellevue, WA
Employees:	About 23
Total Assets:	$446.0M
Website:	The Pacific Financial Group, Inc.

Client Types

	Individuals
	Investment Companies
	High Net Worth Individuals
	Pension and Profit Sharing Plans
	Corporations or Other Businesses
	Charitable Organizations
	Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 03/26/2012.

Professional Designations

No professional designations listed.

Membership Associations

No membership associations listed.

State Registrations

The Pacific Financial Group, Inc. is registered in the following states: MA, PA, CA, NY, MO, NJ, OK, NH, KS, NC, LA, WA, FL, CO, HI, OR, IL, GA, AL, WI, MI, TX, IA, VA, TN, MD, AZ, OH, KY, WV, NM, MN, SC, IN, CT, UT, AR, ID, NE, MT, ME, AK, NV and MS

Firm Services

No services listed.