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Building 2PACIFIC WEALTH STRATEGIES GROUP, INC.

Map pinSANTA BARBARA, CA
Phone805-966-7775
NotebookSEC #801-68311
Total AUM
$253.2M
Employees
3
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4141 STATE STREET, SUITE B11
SANTA BARBARA
CA 93110
United States
Operating Hours
8AM TO 1PM
Monday - Friday
Phone
805-966-7775

ReceiptFinancials

Total AUM
$253.2M
Accounts
526
Discretionary
$223.9M
Accounts
425
Non-Discretionary
$29.3M
Accounts
101

ContactClients

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Individual Clients
93
AUM
$32.6M
HNW Individual Clients
89
AUM
$194.6M
Pension/Profit Sharing Plan Clients
12
AUM
$25.9M
Charitable Organization Clients
1
AUM
$27K
Corporation or Business Clients
2
AUM
$134.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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