The Pacific Financial Group
Investment Management • 
1920 Adelicia St, Suite 500, United States • 51-100 Employees
Company overview
| Headquarters | 1920 Adelicia St, Suite 500, Nashville, Tennessee 37212, US |
| Phone number | +14254517731 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Risk Management, Investment Management, Separately Managed Accounts, Model Portfolios, Managed Portfolios, Back Office Services, Tamp, Brokerage Window Retirement Account Management, Core Retirement Account Management, Variable Annuity Optimization, Billing & Reporting, Sdba |
| Founded | 1984 |
| Employees | 51-100 |
| Socials |
Key Contacts at The Pacific Financial Group
Travis Edington
Director Of National Accounts & Strategic Relationships
Laura Lyon
Director Of Operations
The Pacific Financial Group Email Formats
The Pacific Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@tpfg.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tpfg.com | 68.8% |
{first initial}.{last name} | j.doe@tpfg.com | 18.8% |
{first name}{last name} | johndoe@tpfg.com | 12.5% |
About The Pacific Financial Group
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. Based in Bellevue, Washington, TPFG has developed strong and rapidly growing national relationships with broker dealers, advisors and clients across the country. As an active money manager, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic, WealthTech firm that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients. FOR SOCIAL MEDIA GUIDELINES AND DISCLOSURES https://www.tpfg.com/social-media-guidelines-and-disclosures
The Pacific Financial Group revenue & valuation
| Annual revenue | $27,800,000 |
| Revenue per employee | $515,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $89,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
The Pacific Financial Group has 16 employees across 8 departments.
Departments
Number of employees
Funding Data
The Pacific Financial Group has never raised funding before.
The Pacific Financial Group Tech Stack
Discover the technologies and tools that power The Pacific Financial Group's digital infrastructure, from frameworks to analytics platforms.
Cookie compliance
Security
CMS
JavaScript libraries
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UI frameworks
Reverse proxies
CDN
Marketing automation
Analytics
Miscellaneous
Thailand
France
United Kingdom
Australia
CanadaFrequently asked questions
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