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Pacific Portfolio Consulting, LLC Employee Directory

Financial ServicesWashington, United States2-10 Employees

Pacific Portfolio Consulting, LLC is a small financial services firm based in Seattle, Washington, serving individuals, families, and institutions with comprehensive financial guidance. The firm provides fee-only planning that is fully customized to each client's goals rather than reflecting the advisor's preferences, and it supports ongoing wealth management and investment oversight. In-house research and data resources underpin its investment management and broader wealth solutions, enabling a holistic approach to meeting long-term financial objectives.

The company is privately owned by local investors who intend to keep the business locally operated for generations. In 2019, Pacific Portfolio was recognized by the Puget Sound Business Journal as a Top 75 Corporate Philanthropist in the small-company category.

Find Pacific Portfolio Consulting, LLC employees' phone numbers or email addresses

Pacific Portfolio Consulting, LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Pacific Portfolio Consulting, LLC's Leadership

  • Stylized image of a person
    B. K.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Retirement Program Associate Service Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    U. D.
    Operations Data Specialist
    Phone icon
    Mobile Phone

Pacific Portfolio Consulting, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Pacific Portfolio Consulting, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. K.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    Jul 07, 2024
  • Stylized image of a person
    S. B.
    Retirement Program Associate Service Advisor
    Phone icon
    Mobile Phone
    Sep 10, 2024
  • Stylized image of a person
    U. D.
    Operations Data Specialist
    Phone icon
    Mobile Phone
    Nov 11, 2024

Frequently Asked Questions

What is Pacific Portfolio Consulting, LLC known for?

Minus sign iconPlus sign iconPacific Portfolio Consulting, LLC was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 701 5th Avenue Seattle, Washington 98104 United States; you can contact the main corporate office by phone at
+1-206-623-****
. Explore Pacific Portfolio Consulting, LLC's company overview page for more information.

What is Pacific Portfolio Consulting, LLC's most common email format?

Minus sign iconPlus sign iconPacific Portfolio Consulting, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pacific Portfolio Consulting, LLC email formats with LeadIQ.

How many employees does Pacific Portfolio Consulting, LLC have currently?

Minus sign iconPlus sign iconPacific Portfolio Consulting, LLC has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Pacific Portfolio Consulting, LLC's key employees and leadership?

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As of May 2026, Pacific Portfolio Consulting, LLC's key employees include:

  • Wealth Management Advisor: B. K.
  • Retirement Program Associate Service Advisor: S. B.
  • Operations Data Specialist: U. D.

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