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 06/30/16. The fund's latest filing disclosed 56MM in positions, representing 5% of the manager's regulatory AUM.

PACIFIC FINANCIAL StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PACIFIC FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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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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PACIFIC FINANCIAL Portfolio Concentration

PACIFIC FINANCIAL Location

777 108TH AVENUE NE
SUITE 2100
BELLEVUE, Washington
UNITED STATES, 98004

PACIFIC FINANCIAL Contact Information

Phone Number: 425 451-7722
Fax Number: 425 451-7731
Website:

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