1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PACIFIC SUN FINANCIAL CORP

Map pinLOS ANGELES, CA
Phone949-716-8646
NotebookSEC #801-107989
Total AUM
$290M
Employees
4
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10940 WILSHIRE BLVD
SUITE 1450
LOS ANGELES
CA 90024
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
949-716-8646

ReceiptFinancials

Total AUM
$290M
Accounts
879
Discretionary
$290M
Accounts
879
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
256
AUM
$51M
HNW Individual Clients
126
AUM
$239M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIILNVTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account