The Pacific Financial Group, Inc.
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 105203
- Registered since
- January 10, 1983
- Website
- www.tpfg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals89.61%
- HNWI9.88%
- Corporations / Businesses0.25%
- Charitable Organizations0.14%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Pacific Financial Group, Inc. is an independent, SEC-registered registered investment adviser that has been in business since 1983. The firm charges clients a percentage of assets under management and provides financial planning and discretionary portfolio management focused on individuals, families and small-business owner accounts; it also serves certain institutional clients. Its ADV indicates a preference for traditional public funds and mutual funds as the dominant vehicle in client portfolios. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Other5%
Owners & executives
3 of 3
Megan Meade
CEOCRD 2338601
Yvonne Dildine
Corporate Vice President & Chief Financial OfficerCRD 5758161
Richard Lavin
Chief Legal Officer & Chief Compliance OfficerCRD 6318973
Contacts
3 of 14
Richard Olsen
Assistant Vice PresidentCRD 5814794
Jennifer Rowe
Client ServicesCRD 4513582
Julie Mochan
Executive Vice PresidentCRD 4108965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 181Active vs passive
$440M in ETFs
89%
$392M
9%
$48.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.5M | 32,680 | 5.56% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 900 20th Ave S
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Pacific Financial Group, LLC
RIANashville, TN
Disciplina Capital Management, LLC
RIANashville, TN
Barksdale Investment Management
RIANashville, TN
Capitalspring
RIANashville, TN
AJ Capital Management LLC
RIANashville, TN
AB Broadly Syndicated Loan Manager LLC
RIANashville, TN