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Building 2PACIFIC FINANCIAL STRATEGIES, INC

Map pinTHOUSAND OAKS, CA
Phone(818) 991-7794
NotebookSEC #801-70849
Total AUM
$201.2M
Employees
5
Clients
713

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 E. THOUSAND OAKS BLVD., SUITE 403
THOUSAND OAKS
CA 91360
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(818) 991-7794
Other Offices
1

ReceiptFinancials

Total AUM
$201.2M
Accounts
980
Discretionary
$201.2M
Accounts
980
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
600
AUM
$59.1M
HNW Individual Clients
113
AUM
$142.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
HOURLY/FIXED FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDTXUTWA

HandshakeAffiliates

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

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