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THE PACIFIC CENTER FOR FINANCIAL SERVICES

CRD 104557 · SEC 801-55119

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156 DIABLO ROAD, SUITE 320, DANVILLE, CA, 94526, United States

Phone

(925) 838-7700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$960.6M

Discretionary AUM

$901.7M

Team

4 total employees; 4 advisory reps; 13 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals450$162.9M
High net worth individuals331$797.7M

States served

AZ, CA, NV, OR, UT, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD