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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Financial Strategies Inc
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| CRD # | 151434 |
| SEC # | 801-70849 |
| CIK # | |
| AUM | $181.7 M (2025-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 818-991-7794 |
| Address | 223 E Thousand Oaks Blvd, Suite 403 Thousand Oaks, CA 91360 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 70.6 |
| (b) Individuals (high net worth individuals) | 105 | 111.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 864 | 181.7 |
| By Discretionary | ||
| Discretionary | 864 | 181.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 864 | 181.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.7 | |
| Total | 864 | 181.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coastwise Capital Group LLC
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|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
Blue Marble Investments LLC
✚
|
CA | 0.2 |
|
WH CornerStone Investments Inc
✚
|
MA | 0.2 |
|
Enspyre Wealth Advisors Inc
✚
|
MN | 0.2 |
|
RMDR Advisors Inc
✚
|
0.2 | |
|
Donalies Financial Planning LLC
✚
|
0.2 | |
|
Macroclimate LLC
✚
|
0.2 | |
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Chartist Inc
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|
CA | 0.2 |