Pacific Financial Associates, Inc.

Overview

Pacific Financial Associates, Inc. is a privately held corporate adviser that has been SEC-registered since 1989. The source data identifies the firm as owned by an individual and does not place it into one of the standard advisory classifications used by the dataset. Filings indicate the adviser reports two office locations. The firm is not recorded as a capital allocator and is not listed as an active ESG investor. It is not characterized as a multi-state adviser, not newly formed, and does not appear in the data as a pension consultant or as a related adviser to another registered entity. The available materials do not disclose the firm's client mix, fee schedules, specific business lines, or advisory services, so those evaluating the firm will need to request current, detailed information directly from Pacific Financial Associates, Inc.