PACIFIC FINANCIAL Overview
Pacific Financial Group Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 34 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 124MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 124MM in positions, representing 11% of the manager's regulatory AUM.
PACIFIC FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PACIFIC FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 9.25% | ETF | 11.04% | -0.01% | 0 | 0% | ||
| IJR | 8.35% | ETF | 1.82% | -0.84% | 0 | 0% | ||
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FEATURED IN
PACIFIC FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James C. Mcclendon | Managing Director/Cio | December-2005 |
| Joan A. Mcclendon | Secretary | April-1984 |
| Megan M. Meade | Ceo/President | August-2005 |
| Yvonne J. Dildine | Corp Vice President & Chief Compliance Officer | December-2008 |
PACIFIC FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PACIFIC FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use the following methods of analysis to determine which securities to buy, sell or hold:
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and pot...
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We use the following methods of analysis to determine which securities to buy, sell or hold:
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and pot...
Unlock Full Investment Process Description
PACIFIC FINANCIAL Portfolio Concentration
PACIFIC FINANCIAL Location
777 108TH AVENUE NE
SUITE 2100
BELLEVUE, Washington
UNITED STATES, 98004
SUITE 2100
BELLEVUE, Washington
UNITED STATES, 98004
PACIFIC FINANCIAL Contact Information
Phone Number: 425 451-7722
Fax Number: 425 451-7731
Website: https://www.tpfg.com
Fax Number: 425 451-7731
Website: https://www.tpfg.com
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