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Pacific Financial Group
Pacific Financial Group was founded in 1984 and is headquartered in Bellevue, Washington. It is a registered investment advisor serving individuals, retirement...
Pacific Financial Group
Pacific Financial Group was founded in 1984 and is headquartered in Bellevue, Washington. It is a registered investment advisor serving individuals, retirement plans, trusts, estates, and business entities. The firm structures its investment management around risk-profiled portfolios built and monitored through its proprietary RiskPro platform. The investment strategy centers on constructing diversified portfolios across equities, fixed income, and multi-asset allocations. TPFG does not run a direct-deal or venture program; instead, it allocates client capital to strategies and funds managed by institutional asset managers including BlackRock, Capital Group (American Funds), PIMCO, J.P. Morgan, and Janus Henderson. The platform serves financial advisors with model portfolios that can be adopted directly or customized further. The geographic focus is primarily US public and private market exposure, with fixed-income allocations that include global developed-market debt. The firm reports $1.2 billion in assets under management on its website (per the firm, 2025). Team size is not publicly disclosed. In addition to Bellevue, TPFG maintains a network of regional consultants who provide on-the-ground support to advisor clients. There is no disclosed adjacent foundation, club membership, or operating company. No dated operational event from the last 24 months could be confirmed from available sources. TPFG’s structural differentiator is its distribution model: a registered investment advisor that does not manufacture its own funds but instead operates as an intermediary platform. Advisor clients license risk-profiling technology and pre-built institutional portfolios — a managed-account architecture that shifts the competitive conversation from investment-product manufacturing to practice-management enablement.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
$1B–$5B (Altss estimate)
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Bellevue, WA, United States
Frequently asked questions
How is Pacific Financial Group structured as an advisor?
Pacific Financial Group is a registered investment advisor, not a broker-dealer or a fund manufacturer. It provides portfolio management, investment advisory services, and retirement planning to individuals, retirement plans, trusts, estates, and business entities. The firm operates a platform model where financial advisors can use TPFG’s risk-profiling technology and model portfolios to manage their clients' assets.
Does Pacific Financial Group run its own investment funds?
No. TPFG does not manufacture proprietary mutual funds or ETFs. Instead, the firm constructs model portfolios using strategies and funds managed by large institutional asset managers such as BlackRock, Capital Group (American Funds), PIMCO, J.P. Morgan, and Janus Henderson. The firm’s value proposition is portfolio construction, manager selection, and risk monitoring — not in-house security selection.
Who runs investment decisions at Pacific Financial Group?
The names of the current executive team and investment committee are not publicly disclosed on the firm’s website or in available sources. Pacific Financial Group does not publish individual portfolio-manager profiles, which is consistent with a model-portfolio platform that relies on third-party institutional managers for underlying investment decisions.
What is RiskPro and how does it shape the firm’s offering?
RiskPro is TPFG’s interactive digital risk-profiling and portfolio-building software, licensed to the financial advisors who use the platform. The tool aligns client portfolios with a specific risk score and monitors ongoing portfolio volatility against that client’s tolerance. If a portfolio exceeds the agreed volatility range, the system triggers an alert — making it a compliance-aware portfolio oversight tool as well as a construction engine.
Does Pacific Financial Group participate in fund commitments or direct deals?
TPFG does not advertise any direct private-company investing, venture capital, or closed-end fund commitment programs. The firm’s documented activities are concentrated in open-end mutual funds, separately managed accounts, and advisory services built around liquid public-market securities. Allocators searching for a partner in private markets or direct co-investments will not find that capability here.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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