Updated October 23, 2023
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Pacific Portfolio Consulting

Investment Advisor Firm
Total assets under management$4.1B
Years in business32+

About Pacific Portfolio Consulting

Pacific Portfolio Consulting, established in 1992, is a distinguished independent wealth manager and investment advisory firm, privately owned and deeply rooted in the local community. Committed to acting as fiduciaries, they have built a solid reputation for handling clients' financial matters in alignment with their values and best interests.

Recognizing that true wealth lies in the ability to spend time with loved ones and pursue fulfilling activities, Pacific Portfolio leverages nearly 30 years of experience to provide comprehensive financial guidance to individuals, families, and institutions. They offer diverse solutions with proprietary processes to create customized plans focused on optimizing results, allowing clients more time for what truly matters to them.

Operating on a fee-only model, Pacific Portfolio ensures clients receive cost-efficient and tax-sensitive strategies without conflicts of interest. With a commitment to transparency and a client-first approach, they empower individuals and institutions to make the most of their financial resources while enjoying the moments that matter most in life.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Estate Planning
  3. Investment Planning
  4. Investment Management
  5. Trust Services

More about Pacific Portfolio Consulting

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
13950512

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Pricing options

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