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| Keyboard |
| The Pacific Center for Financial Services
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|---|---|
| CRD # | 104557 |
| SEC # | 801-55119 |
| CIK # | 0001698222 |
| AUM | 960.6 M (2026-06-01) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 925-838-7700 |
| Address | 156 Diablo Road Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.2 | ||
| Chevron Corp | 3.4 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 1.8 | ||
| Alphabet Inc | 1.4 | ||
| SPDR Gold Trust | 1.3 | ||
| Procter & Gamble Co | 1.3 | ||
| Visa Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 162.9 |
| (b) Individuals (high net worth individuals) | 331 | 797.7 |
| (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 | 1,672 | 960.6 |
| By Discretionary | ||
| Discretionary | 1,564 | 901.7 |
| Non-Discretionary | 108 | 58.9 |
| Total | 1,672 | 960.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 960.6 | |
| Total | 1,672 | 960.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001698222] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avion Wealth LLC
✚
|
TX | 984.6 M |
|
Asset One Wealth Management LLC
✚
|
WA | 982.5 M |
|
Altiora Financial Group LLC
✚
|
981.7 M | |
|
Aufman Associates Inc
✚
|
PA | 971.5 M |
|
Scott Capital Partners LLP
✚
|
970.5 M | |
|
Unique Wealth LLC
✚
|
FL | 965.6 M |
|
Grace & White Inc
✚
|
NY | 964.2 M |
|
Evernest Financial Advisors
✚
|
IN | 963.0 M |
|
American Financial Advisors LLC
✚
|
GA | 950.2 M |
|
Ritter Daniher Financial Advisory LLC
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|
OH | 936.5 M |