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⚲
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| Pacific Sun Financial Corp
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|
|---|---|
| CRD # | 284286 |
| SEC # | 801-107989 |
| CIK # | 0000947517 |
| AUM | $219.4 MM (2022-09-01) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 949-716-8646 |
| Address | 10940 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 188.4 |
| (b) Individuals (high net worth individuals) | 38 | 29.5 |
| (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 | 1.5 |
| (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 | 854 | 219.4 |
| By Discretionary | ||
| Discretionary | 854 | 219.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 854 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.4 | |
| Total | 854 | 219.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000947517] |
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|---|---|---|
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MA | 0.2 |
|
Enright Mollin Cascio & Ramusevic Inc
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Westpark Wealth Advisors Inc
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TX | 0.2 |
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BB Graham & Company Inc
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CA | 0.2 |
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Palm Valley Capital Management LLC
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|
SFC Financial LLC
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MO | 0.2 |
|
MFO Investments LLC
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|
MI | 0.2 |
|
Security First Advisors Inc
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|
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|
Hibernia Wealth Partners LLC
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|
LA | 0.2 |