FIRST PACIFIC FINANCIAL, INC.

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$433K

Accounts

4,448

Employees

Advisory reps

Firm details

Headquarters: VANCOUVER, Washington
CRD number: 284736
Registered since: August 17, 2016
Website: fp-financial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.3%
Individuals16.53%
Corporations / Businesses4.05%
Charitable Organizations1.01%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

First Pacific Financial, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2016. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and business entities, and pension consulting services. Its fee arrangements include assets-under-management fees, hourly billing, and fixed-fee engagements. The firm identifies as an active ESG investor and integrates environmental, social, and governance considerations into its investment approach. First Pacific Financial maintains a multi-product allocation approach that emphasizes public funds and mutual funds while also directing capital to third-party alternative managers. Public recognition includes selection in Citywire’s 50 Growers Across America (2021) and placement on Forbes’ lists of top RIA firms in both 2023 and 2024.