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| Keyboard |
| Pacific Sun Financial Corp
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|---|---|
| CRD # | 284286 |
| SEC # | 801-107989 |
| CIK # | 0000947517 |
| AUM | 290.0 M (2025-09-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-716-8646 |
| Address | 10940 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.6 | ||
| Tesla Motors Inc | 3.1 | ||
| Nvidia Corp | 2.3 | ||
| Microsoft Corp | 2.0 | ||
| Facebook Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 51.0 |
| (b) Individuals (high net worth individuals) | 126 | 239.0 |
| (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 | 879 | 290.0 |
| By Discretionary | ||
| Discretionary | 879 | 290.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 290.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.0 | |
| Total | 879 | 290.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000947517] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Leigh Baldwin & Co LLC
✚
|
NY | 290.6 M |
|
Lockshield Partners Inc
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|
KY | 290.6 M |
|
Birks Financial Corp
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|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
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|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
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|
OH | 290.2 M |
|
Fox Hill Wealth Management
✚
|
MA | 290.2 M |
|
Gimbal Financial LLC
✚
|
IN | 290.0 M |
|
Money Management Financial Services LLC
✚
|
NJ | 289.6 M |
|
Family CFO Inc
✚
|
289.5 M |