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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-1983
- Office Locations
- 9
Office Locations
About THE Pacific Financial Group, Inc.
TPFG (The Pacific Financial Group) is a turnkey asset management platform serving financial advisors with in-plan asset management and multi-manager portfolio solutions for retirement plan and self-directed brokerage investors. Its RiskPro tool combines risk profiling, portfolio construction, and ongoing volatility alerts tied to client risk tolerance (Perpetual Suitability), while the GPS platform streamlines paperwork, e-signatures, and servicing with dedicated regional consultants.
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Owner & Executives
YVONNE JILL DILDINE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
RICHARD REID LAVIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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AARON JACOB CHOW
--
- CRD
- #2833796
TRAVIS CHRISTIAN EDINGTON
Vice President
- CRD
- #6195676
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,073,287,070 | $301,407 |
| Non-Discretionary | $0 | -- |
| Total | $5,073,287,070 | $301,407 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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