Pacific Advisors

  • Financial Services
  • Irvine CA
  • 277 employees
  • Financial Services
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Company Overview

Headquarters
2875 Michelle Dr. Suite 110, Irvine CA
Website
pacificadvisors.com
Phone
(909) 399-1100
Employees
277
Founded in
1981
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5231 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$155B

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Who is Pacific Advisors

Pacific Advisors LLC is a financial services firm based in Irvine, California. The company employs 277 individuals and generates $155.2 million in annual revenue. As an Agency of The Guardian Life Insurance Company of America, Pacific Advisors offers a range of financial products and services. Pacific Advisors provides securities products and advisory services through its partnership with Park Avenue Securities, LLC. Insurance products are offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. The company serves clients seeking guidance in managing their financial well-being. Pacific Advisors emphasizes transparency and clear communication. Their website, pacificadvisors.com, encourages individuals to explore career opportunities at the firm. For those interested in learning more about the company's services, the Office of Supervisory Jurisdiction (OSJ) is located at 2875 Michelle Dr. Suite 110 Irvine, CA 92606, and can be reached at 909-399-1100. Pacific Advisors LLC is not registered with the US Securities and Exchange Commission as a Registered Investment Advisor. Please note that the information provided is for general use and should not be construed as financial advice. For specific guidance, consult with a qualified professional.

Company Leadership

Sean Swords

Partner

Phone Email
Donna Young

President

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Kelly Kidwell

CEO

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Pedro Adao

Owner

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Jeffery Clemons CLU

Managing Partner

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Pacific Advisors Industry Tags

Insurance Services
Investment Services
Advanced Business Strategies
Wealth and Estate Planning
Financial Services
Financial Advisory Services
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Pacific Advisors Tech Stack

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Companies Similar to Pacific Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Pacific Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
155M 1,172 Harrisburg, PA 1963
154M 8 Asheville, NC 1926
151M 20 Westlake Village, CA 1986
151M 262 Santa Fe, NM 1982
150M 178 Woodland Hills, CA 1996
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FAQ

What is the location of Pacific Advisors's headquarters?
The headquarters of Pacific Advisors are situated at 2875 Michelle Dr. Suite 110, Irvine CA
What is Pacific Advisors's phone number?
Pacific Advisors's contact number is (909) 399-1100.
What is Pacific Advisors's official website?
The official website of Pacific Advisors can be found at pacificadvisors.com.
What is Pacific Advisors's current revenue?
As of April 2024, Pacific Advisors's annual revenue reached $155B.
How many employees does Pacific Advisors currently have?
Pacific Advisors employs approximately 277+ people as of April 2024
Which industries is Pacific Advisors primarily operating in?
Pacific Advisors operates in the following industries: Finance, Credit
Who is the Partner of Pacific Advisors?
Pacific Advisors's Partner is Sean Swords
What are Pacific Advisors's industry tags?
Pacific Advisors's industry tags include: Insurance Services, Investment Services, Advanced Business Strategies
When was Pacific Advisors founded?
Pacific Advisors was founded in 1981.

Employee Directory

Key Employees

Brandon Au

Managing Partner

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John Kramer

Financial Representative

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Evan Kidwell

Corporate Education Coordinator

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Russell Auyeung Partner

Managing Director (Northern/Central CA)

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Matthew Baird

Wealth Management Coordinator

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Matt Beaman

Head of Strategy & Initiatives

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