Pacific Portfolio Consulting LLC
Legal Name: PACIFIC PORTFOLIO CONSULTING, LLC
Full Contact Details
Pacific Portfolio Consulting LLC
701 5TH AVENUE, SUITE 6850, SEATTLE, WA
206-623-6641
206-623-6653
Other Info
Pacific Portfolio Consulting LLC, also known as PACIFIC PORTFOLIO CONSULTING, LLC, is a limited liability company based in WA. With 10 employees working in advisory roles out of a total of 19, the firm's SEC status is currently listed as Approved and was registered on January 8, 2006. Although the number of clients served is unknown, the firm has a notable presence in the financial industry.
Advice-Only Seattle-Based High Net Worth Wealth Management Firm and Trust Company, Providing Financial Planning, Stock and Investment Advice, Financial Advice, 401k management for companies, philanthropic and donor advised fund wealth management strategi…
We are a Seattle-Based Wealth Management firm, providing services including high net worth financial advisor, ultra high net worth investment consulting, 401k services management, and fee based fiduciary financial advice. As a fee only advisor, we are a Barrons ranked top consultant. We are also a T…
Direct Owners
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LAWERENCE LEE HOOD
PRESIDENT owns more than 10% but less than 25%
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PACIFIC WEALTH ADVISORS, LLC
MEMBER owns 75% or more
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RITCHIE HOOD
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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JAMES WILL
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
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JAMIE A GOLDBERG
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
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JOHN COCKBURN
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
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JOSEPH M SCHIERHORN
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
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TIMOTHY ENGLE
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
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WILLIAM A GAVIN
DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC