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PACIFIC PORTFOLIO CONSULTING, LLC

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Company Details

Legal Name: PACIFIC PORTFOLIO CONSULTING, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: September 1st 2005
Expiration date: 30 Sep 2025
UBI Number: 602 535 949
ZIP code: 98104
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 450 ALASKAN WAY S STE 500, SEATTLE, WA, 98104-3386, UNITED STATES

Contact Details

E-Mail: PACIFICPORTFOLIO@PACIFIC-PORTFOLIO.COM
Phone Number: +1 206-623-6641

Nature of Business

Other Services, REGISTERED INVESTMENT ADVISORS

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Registered Agent Information

Name Role
C T CORPORATION SYSTEM Registered Agent

Key Officers & Management

Name Role Address
PACIFIC WEALTH ADVISORS, LLC Governing Person -
LAURA BAUMANN EXECUTOR 1501 4TH AVE STE 2600, SEATTLE, WA, 98101-1688, UNITED STATES

Links between entities

Type:
Headquarter of
Company Number:
10246369
State:
ALASKA
ALASKA profile:
PACIFIC PORTFOLIO CONSULTING, LLC (AK)

Form 5500 Series

Employer Identification Number (EIN):
204049073
Plan Year:
2023
Number Of Participants:
29
Plan Name:
401(K)
Sponsor's telephone number:
2066236641
File:
View File
Plan Administrator / Signatory:
LISA COOK(Plan administrator)
Plan Year:
2022
Number Of Participants:
22
Plan Name:
401(K)
Sponsor's telephone number:
2066236641
File:
View File
Plan Administrator / Signatory:
LISA COOK(Plan administrator)
Plan Year:
2021
Number Of Participants:
27
Plan Name:
401(K)
Sponsor's telephone number:
2066236641
File:
View File
Plan Administrator / Signatory:
LISA COOK(Plan administrator)
Plan Year:
2020
Number Of Participants:
33
Plan Name:
401(K)
Sponsor's telephone number:
2066236641
File:
View File
Plan Administrator / Signatory:
LAWRENCE HOOD(Plan administrator)
Plan Year:
2019
Number Of Participants:
31
Plan Name:
401(K)
Sponsor's telephone number:
2066236641
File:
View File
Plan Administrator / Signatory:
LAWRENCE HOOD(Plan administrator)

Trademarks

Serial Number:
88859236
Mark:
VALUE OF TIME
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2020-04-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
VALUE OF TIME
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services, namely, providing comprehensive financial and investment research, investment management, comprehensive financial g...
First Use:
2019-08-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Related by address

450 ALASKAN WAY S STE 500, SEATTLE, WA, 98104-3386, UNITED STATES

PACIFIC PORTFOLIO TRUST COMPANY
WA BANK CORPORATION - Active
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