|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Sun Financial Corp
✚
|
|
|---|---|
| CRD # | 284286 |
| SEC # | 801-107989 |
| CIK # | 0000947517 |
| AUM | $268.0 M (2024-11-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-716-8646 |
| Address | 10940 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000947517 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Tesla Motors Inc | 2.7 | ||
| Microsoft Corp | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Nvidia Corp | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 47.0 |
| (b) Individuals (high net worth individuals) | 110 | 221.0 |
| (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 | 268.0 |
| By Discretionary | ||
| Discretionary | 846 | 268.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 846 | 268.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.0 | |
| Total | 846 | 268.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000947517] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kiker Wealth Management LLC
✚
|
GA | 0.3 |
|
Aventura Private Wealth LLC
✚
|
FL | 0.3 |
|
Phillip B White Co Inc
✚
|
CA | 0.3 |
|
Cap Six Advisors LLC
✚
|
TX | 0.3 |
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
0.3 | |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |