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PACIFIC FINANCIAL STRATEGIES, INC
CRD 151434 · SEC 801-70849
223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA, 91360, United States
Phone
(818) 991-7794
Fax
(818) 735-0780
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.2M
Discretionary AUM
$201.2M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 600 | $59.1M |
| High net worth individuals | 113 | $142.1M |
States served
AZ, CA, CO, ID, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD