firm profile
First Pacific Financial, Inc.
Overview
First Pacific Financial, Inc. is an SEC registered investment adviser based in Vancouver, WA, registered since 2016. It reports $1.9B in assets under management across 4,448 accounts, with 33 employees. It has 19 investment adviser representatives.
- Reported AUM
- $1.9B
- Discretionary
- 100%
- Accounts
- 4,448
- Average account
- $433K
- Employees
- 33
- Advisory reps
- 19
- Registered since
- 2016
- Jurisdictions
- 16
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 8
- Todd Robert Engblom-Stryker President, Chief Executive Officer CRD 3096506
- Adam Timothy Wishard Shareholder, Co-Chief Investment Officer, Advisor CRD 5143145
- Brandon Merritt Treasure Shareholder, Co -Chief Investment Officer CRD 6630348
5 more executive officers, with direct contact details
Advisory reps 3 of 19
- Aaron Rands Claridge Insurance Agent · Investment Adviser Rep CRD 7311276
- Rebecca Louise Eckert Insurance Agent · Investment Adviser Rep CRD 3191462
- Todd Robert Engblom-Stryker Investment Adviser Rep CRD 3096506
16 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 610 Esther St Ste 100
Vancouver, WA 98660 - County
- Clark
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- Region
- West
Registrations
- SEC registered
- Registered in 16 jurisdictions
- Website: fp-financial.com
Every state, with registration dates
Similar firms near Vancouver
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- Leader Capital Corp.Vancouver, WA$1.4B AUM
- Synergy Asset Management, LLCVancouver, WA$1.3B AUM
- Baker Ellis Asset Management LLCVancouver, WA$1B AUM
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