
| Revenue | $10 - $100 million See Exact Annual Revenue |
|---|---|
| Employees | 10 - 100Exact Company Size |
| Primary Industry | 523 Securities, Commodity Contracts & Other Financial Investments |
| Additional NAICS Codes | 52392 Portfolio Management |
| Address | 11811 Ne First St Suite 201 Bellevue, WA 98005 |
| Pacific Financial Group | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
|---|---|---|---|
| 2025 | $10 - $100 million Details in Premium Report | ||
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| Pacific Financial Group P&L | $ Millions |
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| Trademark | Date |
|---|---|
| EPIC ENHANCED PORTFOLIO & INVESTMENT CENTRE Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services | 02/08/2017 |
| EPIC ENHANCED PORTFOLIO & INVESTMENT CENTER Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services | 02/01/2017 |
| MARKET MOVEMENT SOLUTIONS Financial consulting and investment management services | 08/06/2012 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| CITIGROUP | Stamford, CT | 100 |
| FEDERAL HOME LOAN MORTGAGE | Mc Lean, VA | 78 |
| ADVISORTRUST | Sioux Falls, SD | 63 |
| STONEX GROUP | New York, NY | 59 |
| FIDELITY WORKPLACE SERVICES | Boston, MA | 37 |
| MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF | New York, NY | 36 |
| RITE-VALUE PHARMACY | Louisa, KY | 28 |
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 26 |
| TMH | Chattanooga, TN | 16 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | Bellevue, WA | 100 |
| PACIFIC FINANCIAL GROUP | Bellevue, WA | 45 |
| HELIUM FINANCIAL GROUP | Bellevue, WA | 41 |
| SCANNELL | Mercer Island, WA | 37 |
| CORNERSTONE ADVISORS | Bellvue, WA | 32 |
| MAINSPRING WEALTH ADVISORS | Bellevue, WA | 30 |
| Company | Revenue ($ MM) |
|---|---|
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