PACIFIC PORTFOLIO CONSULTING, LLC

PACIFIC PORTFOLIO CONSULTING, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 139505). Regulatory assets under management: $4.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (34)

Showing 25 of 34 people.

NameRoleLocation
Lawerence Lee HoodDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC; PRESIDENT
Ritchie HoodCHIEF COMPLIANCE OFFICER
James Macdonald WillDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
Joseph Mortin SchierhornDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
William Andrew GavinDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
Jamie Ann GoldbergDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
Scott Henry LuttinenDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
Lisa Ann CookCHIEF OPERATING OFFICER
Eric Peter JarvisDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
JARVIS ERICDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
GALLAGHER JOSEPH JAMESDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
HOOD LAWERENCE LEEDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC; PRESIDENT
HOOD RITCHIECHIEF COMPLIANCE OFFICER
COCKBURN JOHNDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
ENGLE TIMOTHYDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
GOODFELLOW MALCOLMDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
STYLES RAYMONDDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
RICHARDS ROBERT ROBBINSDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
WILL JAMESDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
GOLDBERG MICHAEL ADIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
LANGLAND ROBERT MARCDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
MERLO JOHNDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
GAVIN TIMOTHY ANDREWDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC
COOK LISA ANNCHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER
CARROLL KELLYDIRECTOR OF PACIFIC WEALTH ADVISORS, LLC

Branch offices (2)

CityStateEmployeesPhone
ANCHORAGEAK2907-868-3036
ANCHORAGEAK2907-868-3036

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