Pacific Sun Financial Corp
- Assets, Funds, Holdings
| Pacific Sun Financial Corp
|
| CRD # | 284286 |
| SEC # | 801-107989 |
| CIK # | 0000947517 |
| AUM |
|
| 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 ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
9.6 |
|
MSFT
|
1,918,222.4 |
1.9 |
|
AMZN
|
1,092,997.8 |
1.7 |
|
META
|
434,852.0 |
1.7 |
|
TSLA
|
723,390.3 |
1.7 |
| |
| |
| |
| |
| |
| |
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
236
|
57.0 |
| (b) Individuals (high net worth individuals) |
103
|
175.0 |
| (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 |
846 |
232.0 |
| By Discretionary |
| Discretionary |
846 |
232.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
846 |
232.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
232.0 |
| Total |
846 |
232.0 |
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{"uid": 117873450, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
159189180