Pacific West In The News

For more than three decades Pacific West has been committed to the independent model, however for the last seven years, we've experienced a fast-paced, yet healthy rate of growth while keeping an eye on what's most important, our financial professionals.  Below is a look at our recent highlights:

Profiles of Excellence in the TIC Industry

TIC Monthly
–BD in Focus: Pacific West Securities

Financial Advisor magazine – June 2007
–Top Independent B-Ds ranked by Gross Revenue - Listed 41st

Financial Planning magazine (FP50) – June 2007
–Pacific West ranked 4th in the “Up and Comers” category for total revenue
–Pacific West Financial Group’s RIA grew 22.6% in 2006

Investment Advisor – May 2007
–Pacific West ranked 4th in fastest growing RIAs
–Percentage of growth over five years of 225%

InvestmentNews – 2006
–Pacific West ranked 43rd in the nation in gross revenue ($43.1M)

Investment Advisor – May 2006
–Ranked 17th  by highest average production (Avg. production of $160,000)

Financial Planning magazine (FP50) – June 2006
–Pacific West ranked 4th in the “Up and Comers” category for total revenue
–Percentage revenue growth of 39.1% from 2005
–Producing representative count up 11.9%

2005

Financial Planning (FP50) – June 2005
–Pacific West ranked 9th in the “Up and Comers” category for total revenue
–Percentage revenue growth of 38.01% from 2004
–Producing representative count up 9.4%
–Production average for top 20% is $433,589
–Top 10 List for high-end accounts