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The Pacific Financial Group, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $2.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 18K
      Accounts
    • $140.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

27

name start date
Aaron Jacob Chow
February 2007
Julie Ann Mochan
September 2018
Parker William Mosley
April 2017
Charles Mark Kennedy
April 2016
Chad Edward Brand
October 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Pacific Financial Group, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Megan Mcclendon Meade Co-Ceo September, 2017 less than 5%
      Yvonne Jill Dildine Chief Financial Officer December, 2008 less than 5%
      Nicholas Braun Scalzo Co-Ceo September, 2017 less than 5%
      Jennifer Enstad Chief Investment Officer January, 2018 less than 5%
      Jason Eric Luhan Chief Compliance Officer August, 2018 less than 5%
      Richard Reid Lavin Chief Legal Officer June, 2018 less than 5%
      James Molloy Chief Administrative Officer July, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets