$13.7M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-03-2008
- Office Locations
- 1
Office Locations
-- Seattle WA
About Ellen J Webber, CFP
First Pacific Financial is a Seattle-based advisory focused on comprehensive financial planning that integrates investments, tax planning, insurance, estate and charitable strategies so clients can align their finances with the impact they want to make. The firm emphasizes socially responsible investing and portfolio construction using ETFs and public funds, and is a Certified B Corp.
Team overview
58 AVG AGE
$13.7M AVG AUM / ADVISOR
$188.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
ELLEN JEAN WEBBER
Owner
- CRD
- #1752138
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,467,824 | -- |
| Non-Discretionary | $2,255,083 | -- |
| Total | $13,722,907 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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