Qualified Intermediary

Pacific Financial Exchange

Pacific Financial Exchange · Parent: Independent / unpublished · Firm website

FEA membership: FEA unknown
CES® holders: Not published on cited pages
Fidelity bond: Not published on cited pages
E&O / other cover: Not published on cited pages
How funds are held: Funds unknown
Dual-signature wires: Wire controls unknown
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-16

Fund handling

Types-of-exchanges: in a forward/delayed exchange, proceeds are held by Pacific Financial Exchange (QI) and applied to the replacement property within the 180-day window. That is a QI-holds-proceeds sentence, not a published segregated-vs-pooled, TIN, dual-signature, or named-bank description. Bond, E&O, QEA, and QEAA dollars or mechanics beyond the reverse/build-to-suit product copy are not on the pages cited.

Who it is for

Nationwide QI for exchangers who want Pacific Financial Exchange — public site brand Pacific Financial Exchange / Pacific Financial 1031 Exchange on pac1031.com — for forward/delayed work, reverse with an EAT/SPE plus QEAA, or build-to-suit via an EAT within 180 days. A Corporation / Inc. / LLC suffix is not printed on the homepage, About, Types, or Contact pages opened 2026-09-16 and is not invented here. Contact: Corporate Headquarters 222 S Main Street Suite 500, Salt Lake City, UT 84101. Phone (562) 863-1968 / 1-800-752-9691. Email info@pac1031.com. Hours Monday–Friday 9am–5pm. A Norwalk, California corporate address appears on some third-party directories; it is not on the primary Contact page and is not used here. About: more than 40 years; more than 10,000 exchanges — firm marketing, not a rating. Company FEA, CES®, bond/E&O dollars, custody mechanics, a fee card, and DST are not on the pages cited.

Verdict

Salt Lake City–headquartered QI with a usable identity and product menu: public brand Pacific Financial Exchange, printed phones and email, SLC suite address on the primary Contact page, forward/delayed, reverse (EAT/SPE + QEAA), and build-to-suit via EAT within 180 days. That is enough to list as a boutique file. Do not import a Norwalk HQ from a directory. A legal suffix, company FEA, CES®, bond/E&O dollars, segregation, dual-signature, a named bank, a fee card, and DST are not on the pac1031.com pages opened. Ask for today’s certificates, the live account title, and who can release the wire before a large transfer.

Notes

This is a QI custody file, not a securities offering. The public brand on pac1031.com is Pacific Financial Exchange / Pacific Financial 1031 Exchange. A Corporation, Inc., or LLC suffix is not printed on the homepage, About, Types of Exchanges, or Contact pages opened 2026-09-16 and is not invented here. Confirm the named party on the exchange agreement. Pacific Financial Exchange is the intermediary that would hold exchange proceeds. A Delaware statutory trust is typically a securities offering sold by a sponsor and registered representatives — a different product. The pages opened for this file do not publish a DST desk.

About: more than 40 years; more than 10,000 exchanges; nationwide. Those volume and tenure lines are firm marketing, not ratings.

Types of Exchanges: forward or delayed — proceeds held by Pacific Financial Exchange (QI) and applied to the replacement within 180 days; exchanger must engage the QI before the sale closes; Exchange Agreement and Assignment of Purchase/Sale Agreement. Reverse: exchanger lends funds to an Exchange Accommodation Titleholder (EAT) that forms a Special Purpose Entity (SPE) to buy and park the property; Qualified Exchange Accommodation Agreement (QEAA) before the purchase; complete within 180 days. Build-to-suit / construction: replacement acquired and held by the EAT (with lent funds from the exchanger) while improvements are completed; EAT transfers to the taxpayer within the 180-day period. Reverse and improvement are therefore yes.

Contact: (562) 863-1968 and 1-800-752-9691; info@pac1031.com; Corporate Headquarters 222 S Main Street Suite 500, Salt Lake City, UT 84101. That is the HQ used in this file. A Norwalk, California placement on a third-party directory is not confirmed on the primary site and is not recorded as HQ.

Company FEA, CES® names, fidelity-bond or E&O dollars, segregated-vs-pooled custody, dual-signature / standing QEA, a named deposit bank, a fee card, float, and DST are not on the pages cited.

Ask Pacific Financial Exchange for today’s certificates, the live account title, whether a second signature is required to move funds, and who can release the wire — then read those papers, not this summary.

Sources

Homepage — Pacific Financial Exchange2026-09-16
About — Pacific Financial Exchange2026-09-16
Types of Exchanges — Pacific Financial Exchange2026-09-16
Contact — Pacific Financial Exchange2026-09-16

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

Pacific Financial Exchange (Pacific Financial Exchange) has a custody file on The QI File — published facts only. No star rating. No paid placement.

FEA: FEA unknown. Funds: Funds unknown. Dual-sign: Wire controls unknown.

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/pacific-financial-exchange/

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.