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 #
AUM $648.3 MM (84% Disc, 100% US)
Employees9 (56% Investors, 56% Brokers)
Phone925-838-7700
Address2000 Crow Canyon Place
San Ramon, CA 94583
Source IAPDexternal Websiteexternal
Total AUM ($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 ($BB)
Comparable Firms State AUM ($BB)
Harvest Capital Management Inc
NH
0.7
LAU Associates LLC
DE
0.7
Private Wealth Advisors Inc
PA
0.6
TFS Securities Inc
NJ
0.6
Sapience Investments LLC
CA
0.6
Sackville Bank Limited
0.6
Palladiem LLC
PA
0.6
Associated Investment Services Inc
WI
0.6
The Providence Group Investment Advisory Company Inc
RI
0.6
3 Bridge Capital LLC
CA
0.6