RIA Intel›Advisers›Washington›PACIFIC PORTFOLIO CONSULTING, LLC

PACIFIC PORTFOLIO CONSULTING, LLC

Advisory

N·SEATTLE, WA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$4.8B

1-Year AUM Growth

-0.2%

3-Year CAGR

+1.9%

Employees

12

Assets Under Management

Total AUM$4.8B

Discretionary AUM$2.3B

Non-Discretionary AUM$2.5B

Discretionary %48.8%

Total Clients521

Team

Total Employees12

Investment Advisers22

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record29

First FilingFeb 7, 2006

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 29 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PACIFIC PORTFOLIO CONSULTING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.