PACIFIC FINANCIAL ADVISORS, INC. of BELLEVUE, WA is an SEC-registered investment adviser (CRD 154160). Regulatory assets under management: $110.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Ross Sean Wolf | CHIEF COMPLIANCE OFFICER, PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |