The Pacific Center for Financial Services

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Assets, Funds, Holdings

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The Pacific Center for Financial Services
CRD #104557
SEC #801-55119
CIK #0001698222
AUM$648.3 MM
Employees9
Phone925-838-7700
Address2000 Crow Canyon Place Suite 430
San Ramon, CA 94583
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 13.5
EFAV 13.3
IJR 12.1
USMV 11.9
VNQ 10.9
TOTL 10.0
MDY 7.4
VXUS 6.4
VO 4.0
CVX 234,890.0 3.7
View All
Holdings by Sector ($BB)