PACIFIC FINANCIAL GROUP INC

HTTPS://WWW.TPFG.COM BELLEVUE, WA Investment Advisor How do I update this listing?

Pacific Financial Group is based out of Bellevue. Pacific Financial Group is a large advisory firm with 18254 clients and discretionary assets under management (AUM) of $2,540,649,043 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $921,615,000 in managed 13F securities and a top 10 holdings concentration of 62.08%. Pacific Financial Group's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 722,858. Whalewisdom has at least 60 13F filings

Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $921.615 Million
  • Prior Market Value $827.797 Million
  • New Purchases6 stocks
  • Additional Purchases38 stocks
  • Sold out of5 stocks
  • Reduced holdings in33 stocks
  • Top 10 Holdings % 62.08 %
  • Turnover % [1]:13.25%
  • Turnover Alt % [2]: 14.96 %
  • Time Held Top20:2.20 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:2.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.72%
Performance Last 4 Quarters: -4.25%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

THE PACIFIC FINANCIAL GROUP, INC.
777 108TH AVENUE NE SUITE 2100
BELLEVUE WA    98004
Country: United States

Business Phone: 425 451-7722
Fax: 425 451-7731
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WA
Number of employees: 60
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 18254
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

PACIFIC FINANCIAL GROUP INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MEADE, MEGAN, MCCLENDON CO-CEO 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CEO direct 2005-08-01
PACIFIC FINANCIAL GROUP,LLC PRESIDENT direct 2017-09-01
PACIFIC FINANCIAL GROUP INC VICE PRESIDENT direct 1997-07-01 2001-05-17
PACIFIC FINANCIAL GROUP INC SR.V.P./COO direct 1997-07-01 2005-03-31
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2005-08-01 2014-11-17
PACIFIC FINANCIAL GROUP INC CEO/PRESIDENT direct 2005-08-01 2017-01-16
DILDINE, YVONNE, JILL CHIEF FINANCIAL OFFICER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CORP VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-12-01
PACIFIC FINANCIAL GROUP INC CHIEF COMPLIANCE OFFICER direct 2008-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
PACIFIC HOLDINGS GROUP, LLC SHAREHOLDER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC SHAREHOLDER direct 2017-09-01
PACIFIC FINANCIAL GROUP,LLC SHAREHOLDER direct 2017-09-01
SCALZO, NICHOLAS, BRAUN CO-CEO 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2017-09-01
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/CEO direct 2005-11-01
CLAREMONT FINANCIAL GROUP,INC. CHIEF COMPLIANCE OFFICER direct 2007-01-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC CEO direct 2006-12-01
ENSTAD, JENNIFER CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2018-01-01
LUHAN, JASON, ERIC CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIAL WEST INVESTMENT GROUP, INC. CHIEF OPERATING OFFICER/GENERAL COUNSEL direct 2014-07-01
EQIS CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER / AMLCO direct 2015-05-01
EQIS CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER / AMLCO direct 2620-05-01
LAVIN, RICHARD, REID CHIEF LEGAL OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MEEDER ASSET MANAGEMENT, INC CHIEF LEGAL OFFICER direct 2014-02-01
MEEDER ADVISORY SERVICES, INC CHIEF LEGAL OFFICER direct 2014-02-01
PRODUCTIVE CAPITAL MANAGEMENT, INC. CHIEF LEGAL COUNSEL direct 2014-02-01
PACIFIC FINANCIAL GROUP,LLC CHIEF LEGAL OFFICER direct 2015-04-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF OPERATING OFFICER direct 2015-05-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2015-05-01
Molloy, James CHIEF ADMINISTRATIVE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF ADMINISTRATIVE OFFICER direct 2018-07-01
SCALZO, GAETAN, THOMAS MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/PRESIDENT/CFO/SECRETARY direct 2005-11-01
THE ELEMENTS FINANCIAL GROUP, LLC MEMBER/INVESTOR direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER direct 2006-12-01
THE ELEMENTS GROUP INVESTMENT ADVISORY, LLC MANAGING PARTNER direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC EXECUTIVE OFFICER direct 2017-09-01
SCALZO, NICHOLAS, BRAUN MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2017-09-01
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/CEO direct 2005-11-01
CLAREMONT FINANCIAL GROUP,INC. CHIEF COMPLIANCE OFFICER direct 2007-01-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC CEO direct 2006-12-01
MEADE, MEGAN, MCCLENDON MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CEO direct 2005-08-01
PACIFIC FINANCIAL GROUP,LLC PRESIDENT direct 2017-09-01
PACIFIC FINANCIAL GROUP INC VICE PRESIDENT direct 1997-07-01 2001-05-17
PACIFIC FINANCIAL GROUP INC SR.V.P./COO direct 1997-07-01 2005-03-31
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2005-08-01 2014-11-17
PACIFIC FINANCIAL GROUP INC CEO/PRESIDENT direct 2005-08-01 2017-01-16
MCCLENDON, JAMES, CARMICHAEL MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2005-12-01
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 1984-04-01 2001-05-17
PACIFIC FINANCIAL GROUP INC PRESIDENT/CEO direct 1984-04-01 2005-03-31
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-08-01 2005-11-08
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO/CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-08-06
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-12-01 2014-11-17
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CIO direct 2005-12-01 2017-01-16

PACIFIC FINANCIAL GROUP INC

ownership team - last updated 2018-10-05
Name Title Start Date Direct/Indirect % Ownership
MEADE, MEGAN, MCCLENDON CO-CEO 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CEO direct 2005-08-01
PACIFIC FINANCIAL GROUP,LLC PRESIDENT direct 2017-09-01
PACIFIC FINANCIAL GROUP INC VICE PRESIDENT direct 1997-07-01 2001-05-17
PACIFIC FINANCIAL GROUP INC SR.V.P./COO direct 1997-07-01 2005-03-31
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2005-08-01 2014-11-17
PACIFIC FINANCIAL GROUP INC CEO/PRESIDENT direct 2005-08-01 2017-01-16
DILDINE, YVONNE, JILL CHIEF FINANCIAL OFFICER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CORP VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-12-01
PACIFIC FINANCIAL GROUP INC CHIEF COMPLIANCE OFFICER direct 2008-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
PACIFIC HOLDINGS GROUP, LLC SHAREHOLDER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC SHAREHOLDER direct 2017-09-01
PACIFIC FINANCIAL GROUP,LLC SHAREHOLDER direct 2017-09-01
SCALZO, NICHOLAS, BRAUN CO-CEO 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2017-09-01
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/CEO direct 2005-11-01
CLAREMONT FINANCIAL GROUP,INC. CHIEF COMPLIANCE OFFICER direct 2007-01-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC CEO direct 2006-12-01
ENSTAD, JENNIFER CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2018-01-01
LUHAN, JASON, ERIC CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIAL WEST INVESTMENT GROUP, INC. CHIEF OPERATING OFFICER/GENERAL COUNSEL direct 2014-07-01
EQIS CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER / AMLCO direct 2015-05-01
EQIS CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER / AMLCO direct 2620-05-01
TEMPLEMAN, SYLVAIN, DAVID SVP, DIRECTOR OF OPERATIONS 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC SVP, DIRECTOR OF OPERATIONS direct 2018-08-01
LAVIN, RICHARD, REID CHIEF LEGAL OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MEEDER ASSET MANAGEMENT, INC CHIEF LEGAL OFFICER direct 2014-02-01
MEEDER ADVISORY SERVICES, INC CHIEF LEGAL OFFICER direct 2014-02-01
PRODUCTIVE CAPITAL MANAGEMENT, INC. CHIEF LEGAL COUNSEL direct 2014-02-01
PACIFIC FINANCIAL GROUP,LLC CHIEF LEGAL OFFICER direct 2015-04-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF OPERATING OFFICER direct 2015-05-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2015-05-01
Molloy, James CHIEF ADMINISTRATIVE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF ADMINISTRATIVE OFFICER direct 2018-07-01
SCALZO, GAETAN, THOMAS MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/PRESIDENT/CFO/SECRETARY direct 2005-11-01
THE ELEMENTS FINANCIAL GROUP, LLC MEMBER/INVESTOR direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER direct 2006-12-01
THE ELEMENTS GROUP INVESTMENT ADVISORY, LLC MANAGING PARTNER direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC EXECUTIVE OFFICER direct 2017-09-01
SCALZO, NICHOLAS, BRAUN MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2017-09-01
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/CEO direct 2005-11-01
CLAREMONT FINANCIAL GROUP,INC. CHIEF COMPLIANCE OFFICER direct 2007-01-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC CEO direct 2006-12-01
MEADE, MEGAN, MCCLENDON MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CEO direct 2005-08-01
PACIFIC FINANCIAL GROUP,LLC PRESIDENT direct 2017-09-01
PACIFIC FINANCIAL GROUP INC VICE PRESIDENT direct 1997-07-01 2001-05-17
PACIFIC FINANCIAL GROUP INC SR.V.P./COO direct 1997-07-01 2005-03-31
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2005-08-01 2014-11-17
PACIFIC FINANCIAL GROUP INC CEO/PRESIDENT direct 2005-08-01 2017-01-16
MCCLENDON, JAMES, CARMICHAEL MANAGING MEMBER PACIFIC HOLDINGS GROUP, LLC 09/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2005-12-01
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 1984-04-01 2001-05-17
PACIFIC FINANCIAL GROUP INC PRESIDENT/CEO direct 1984-04-01 2005-03-31
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-08-01 2005-11-08
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO/CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-08-06
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-12-01 2014-11-17
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CIO direct 2005-12-01 2017-01-16

PACIFIC FINANCIAL GROUP INC

ownership team - last updated 2018-05-17
Name Title Start Date Direct/Indirect % Ownership
MCCLENDON, JAMES, CARMICHAEL MANAGING MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2005-12-01
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 1984-04-01 2001-05-17
PACIFIC FINANCIAL GROUP INC PRESIDENT/CEO direct 1984-04-01 2005-03-31
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-08-01 2005-11-08
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO/CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-08-06
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CEO direct 2005-12-01 2014-11-17
PACIFIC FINANCIAL GROUP INC MANAGING DIRECTOR/CIO direct 2005-12-01 2017-01-16
MEADE, MEGAN, MCCLENDON CO-CEO AND MANAGING MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CEO direct 2005-08-01
PACIFIC FINANCIAL GROUP,LLC PRESIDENT direct 2017-09-01
PACIFIC FINANCIAL GROUP INC VICE PRESIDENT direct 1997-07-01 2001-05-17
PACIFIC FINANCIAL GROUP INC SR.V.P./COO direct 1997-07-01 2005-03-31
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2005-08-01 2014-11-17
PACIFIC FINANCIAL GROUP INC CEO/PRESIDENT direct 2005-08-01 2017-01-16
DILDINE, YVONNE, JILL CORP VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CORP VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-12-01
PACIFIC FINANCIAL GROUP INC CHIEF COMPLIANCE OFFICER direct 2008-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
PACIFIC HOLDINGS, LLC SHAREHOLDER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC SHAREHOLDER direct 2017-09-01
PACIFIC FINANCIAL GROUP,LLC SHAREHOLDER direct 2017-09-01
SCALZO, NICHOLAS, BRAUN CO-CEO AND MANAGING MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC PRESIDENT direct 2017-09-01
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/CEO direct 2005-11-01
CLAREMONT FINANCIAL GROUP,INC. CHIEF COMPLIANCE OFFICER direct 2007-01-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC CEO direct 2006-12-01
SCALZO, GAETAN, THOMAS MANAGING MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLAREMONT FINANCIAL GROUP,INC. EQUITY PARTNER/PRESIDENT/CFO/SECRETARY direct 2005-11-01
THE ELEMENTS FINANCIAL GROUP, LLC MEMBER/INVESTOR direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER/CEO direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMEBER direct 2006-12-01
THE ELEMENTS GROUP INVESTMENT ADVISORY, LLC MANAGING PARTNER direct 2006-12-01
THE ELEMENTS FINANCIAL GROUP, LLC MANAGING MEMBER/CEO direct 2006-12-01
PACIFIC FINANCIAL GROUP,LLC EXECUTIVE OFFICER direct 2017-09-01
PURCELL, JENNIFER CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFIC FINANCIAL GROUP INC CHIEF INVESTMENT OFFICER direct 2018-01-01

WhaleScore history for PACIFIC FINANCIAL GROUP INC

You must have a subscription to view WhaleScore histories

Elevate your investments