Pacific Sun Financial Corp

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Assets, Funds, Holdings

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Pacific Sun Financial Corp
CRD #284286
SEC #801-107989
CIK #0000947517
AUM $219.4 MM (2022-09-01)
Employees 4 (50% Investors, 0% Brokers)
Phone949-716-8646
Address10940 Wilshire Blvd
Los Angeles, CA 90024
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002011201520192023
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 291 188.4
(b) Individuals (high net worth individuals) 38 29.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 854 219.4
By Discretionary
Discretionary 854 219.4
Non-Discretionary 0 0.0
Total 854 219.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 219.4
Total 854 219.4
EDGAR Form CIK 2011 - 2024
13F-HR [0000947517]
Comparable Firms State AUM ($BB)
Livelife Capital Partners LLC
MA 0.2
Enright Mollin Cascio & Ramusevic Inc
NY 0.2
Beacon Investment Advisors LLC
MD 0.2
Westpark Wealth Advisors Inc
TX 0.2
BB Graham & Company Inc
CA 0.2
Palm Valley Capital Management LLC
FL 0.2
SFC Financial LLC
MO 0.2
MFO Investments LLC
MI 0.2
Security First Advisors Inc
WA 0.2
Hibernia Wealth Partners LLC
LA 0.2
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