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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2010
- Office Locations
- 1
Office Locations
About Pacific Financial Advisors
Pacific Financial Advisors (Bellevue, WA; serving clients since 2003) provides holistic advisory and investment management for retirees and multigenerational families, with a planning process focused on retirement risks and creating tax-efficient, potentially tax-free income streams. Portfolios emphasize absolute returns and asset protection, including alternative solutions to reduce volatility and market correlation, and they partner with outside managers and banks. Reported 98.3% historical client retention.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROSS SEAN WOLF
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2248172
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Isaac S Ansley
--
- CRD
- #8209032
ELDON RICHARD HARSIN
Wealth Manager, Advanced Tax Strategy Planner
- CRD
- #1172371
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,181,436 | $598,812 |
| Non-Discretionary | $0 | -- |
| Total | $110,181,436 | $598,812 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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