Investment adviser · CRD 108728
PACIFIC WEST FINANCIAL CONSULTANTS INC
Investment adviser filing (IA)
RENTON, WA, United States · Form ADV filed Mar 7, 2012
- Regulatory AUM
- $891M Form ADV · Item 5.F
- Client accounts
- 6,894 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
ONE RENTON PLACE, 555 S. RENTON VILLAGE PLACE, #700RENTON, WA, 98057, United States
CRD 108728
Filing source
Form ADV 620633 · Mar 7, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.