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
Richard Lavin
Chief Legal Officer & Chief Compliance OfficerCRD 6318973
Yvonne Dildine
Corporate Vice President & Chief Financial OfficerCRD 5758161
Megan Meade
CEOCRD 2338601
Contacts
3 of 14
Richard Olsen
Assistant Vice PresidentCRD 5814794
James Mcclendon
PresidentCRD 1134177
Charles Kennedy
Vice PresidentCRD 2799039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$224M in ETFs
88%
$196M
11%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.5M | 32,680 | 10.94% |
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
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