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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2018
- Office Locations
- 2
Office Locations
About THE Pacific Group
The Pacific Group is an RIA providing holistic financial planning and portfolio construction tailored to age and risk tolerance, using diversified mixes of stocks, bonds, mutual funds, ETFs and REITs. The firm also advises corporate retirement plans (401(k)/403(b)/457) on controlling plan costs and offers life-insurance planning; accounts are custodied with providers such as Schwab and Fidelity.
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Owner & Executives
DAVID ADEYEMI ADEFESO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2769522
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Benjamin Hye-Kwang Kim
Senior Associate
- CRD
- #5832818
NICKOLAS VERNON WAGGONER
Operations manager
- CRD
- #6111575
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,544,419 | $292,007 |
| Non-Discretionary | $78,784 | $484,457 |
| Total | $37,623,203 | $295,201 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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