Pacific Financial Groupllc

Full Contact Details

Pacific Financial Groupllc

2077 WEST COAST HIGHWAY, SUITE A, NEWPORT BEACH, CA

714-427-5800

866-293-5833

Other Info

Pacific Financial Groupllc is legally known as PACIFIC FINANCIAL GROUP,LLC. It is a CA Limited Liability Company. This firm has 60 employees, of which 26 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 27, 2007.

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The Pacific Financial Group, Inc. (TPFG) is a dynamic, WealthTech advisory firm founded in 1984. TPFG is a leader in Self-Directed Brokerage Account Management, ideal for participants of 401(k), 403(b), or 457 retirement accounts.

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Direct Owners

GAETAN THOMAS SCALZO
MANAGING MEMBER owns less than 5%
JAMES CARMICHAEL MCCLENDON
MANAGING MEMBER owns less than 5%
JAMES MOLLOY
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
JASON ERIC LUHAN
CHIEF COMPLIANCE OFFICER owns less than 5%
JENNIFER ENSTAD
CHIEF INVESTMENT OFFICER owns less than 5%
MEGAN MCCLENDON MEADE
CO-CEO owns less than 5%
NICHOLAS BRAUN SCALZO
CO-CEO owns less than 5%
PACIFIC HOLDINGS, LLC
SHAREHOLDER owns 75% or more
RICHARD REID LAVIN
CHIEF LEGAL OFFICER owns less than 5%
YVONNE JILL DILDINE
CHIEF FINANCIAL OFFICER owns less than 5%

Indirect Owners

GAETAN THOMAS SCALZO
MANAGING MEMBER
JAMES CARMICHAEL MCCLENDON
MANAGING MEMBER
MEGAN MCCLENDON MEADE
MANAGING MEMBER owns more than 25% but less than 50%
NICHOLAS BRAUN SCALZO
MANAGING MEMBER

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