AUMdb

Pharaoh Financial Group, Inc.

State-registered Insurance-Affiliated CRD 136319 · · JACQUESBOLIVAR.COM
☆ Save with Pro ADV data as of Jun 23, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jacques Ariel Bolivar Registered representative CFP Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/23/2026 1.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Pension consulting services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.

View current Form ADV (SEC/IAPD) ↗