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The Pacific Financial Group Named a Top Asset Management Firm

The Pacific Financial Group Named a Top Asset Management Firm
Company among a select group of women-owned and led firms
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BELLEVUE, Wash., June 1, 2021 /PRNewswire/ The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and leader in Self-Directed Brokerage Account Management, has again been named a top asset management firm by the Puget Sound Business Journal. With total assets under management of $3.16 billion in 2020, TPFG ranked 12
th on the list of 23 top Washington State based firms , moving up one notch from last year. TPFG ranked 4
th in total number of accounts with over 15,000. ....

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$1.3 Billion Flows into Newly Launched Strategies from The Pacific Financial Group

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BELLEVUE, Wash., April 22, 2021 /PRNewswire/ The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, looks back on the success of its flagship investment platform Strategy PLUS. A year after launch, over $1.3 billion in assets have flowed into its Focus PLUS, Target PLUS, Index PLUS, and Multi PLUS models.
Strategy PLUS is a multi-strategy, multi-manager platform that taps the intellectual capital of leading investment managers including Capital Group, home of American Funds, Fidelity Investments®, BlackRock®, JPMorgan, PIMCO, BNY Mellon, MFS®, and Meeder. These relationships allow TPFG to feature the attributes of those managers and incorporate specific strategies that range from Active to Passive and Strategic to Tactical. The strategies are available to advisors inside Strategy PLUS and the result is more product choice that empowers investors ....

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