|
⚲
|
| Keyboard |
| Pacific Financial Strategies Inc
✚
|
|
|---|---|
| CRD # | 151434 |
| SEC # | 801-70849 |
| CIK # | |
| AUM | 201.2 M (2026-06-24) |
| 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] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 600 | 59.1 |
| (b) Individuals (high net worth individuals) | 113 | 142.1 |
| (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 | 980 | 201.2 |
| By Discretionary | ||
| Discretionary | 980 | 201.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 980 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.2 | |
| Total | 980 | 201.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Putney Financial Group LLC
✚
|
CA | 205.4 M |
|
Blue Marble Investments LLC
✚
|
CA | 205.1 M |
|
Donalies Financial Planning LLC
✚
|
204.5 M | |
|
Daner Wealth Management LLC
✚
|
GA | 201.7 M |
|
My Portfolio Guide LLC
✚
|
CA | 201.0 M |
|
WH CornerStone Investments Inc
✚
|
MA | 200.0 M |
|
Glenwood Investment Group LLC
✚
|
NH | 199.4 M |
|
Barron Financial Group LLP
✚
|
CT | 199.1 M |
|
Welch Financial Planning LLC
✚
|
CO | 198.1 M |
|
RMDR Advisors Inc
✚
|
193.2 M |