|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Pacific Center for Financial Services
✚
|
|
|---|---|
| CRD # | 104557 |
| SEC # | 801-55119 |
| CIK # | 0001698222 |
| AUM | $878.8 M (2024-09-27) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 925-838-7700 |
| Address | 2000 Crow Canyon Place San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.4 | ||
| Chevron Corp | 2.0 | ||
| VISA Inc | 1.8 | ||
| Procter & Gamble Co | 1.3 | ||
| Amazon Com Inc | 1.1 | ||
| Wells Fargo & Co/MN | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 179.1 |
| (b) Individuals (high net worth individuals) | 300 | 699.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,644 | 878.8 |
| By Discretionary | ||
| Discretionary | 1,530 | 819.5 |
| Non-Discretionary | 114 | 59.3 |
| Total | 1,644 | 878.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 878.8 | |
| Total | 1,644 | 878.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698222] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Edge Advisors LLC
✚
|
NY | 0.9 |
|
American Financial Advisors LLC
✚
|
GA | 0.9 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.9 |
|
Giraffes Inc
✚
|
MS | 0.9 |
|
Capital Investment Counsel Inc
✚
|
NC | 0.9 |
|
Sachetta LLC
✚
|
MA | 0.9 |
|
Lugano Financial Advisors Sa
✚
|
0.9 | |
|
Maryland Financial Group Inc
✚
|
0.9 | |
|
Altiora Financial Group LLC
✚
|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |