Pacific Financial Group, LLC

Overview

Pacific Financial Group, LLC is an institutional registered investment adviser that provides portfolio management services to pooled investment vehicles. The firm was SEC-registered in 2007 and operates under a limited liability company structure with domestic ownership. Its client base is institutional and it charges fees based on a percentage of assets under management. Pacific Financial Group does not identify as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or newly formed adviser. Stated advisory activity centers on portfolio management for investment companies and the firm is classified as an "Other Investment Adviser" in its industry affiliations.

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