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PACIFIC OAK FINANCIAL PLANNING LLC
CRD 226649
6303 OWENSMOUTH AVE, 10TH FLOOR, WOODLAND HILLS, CA, 91367, United States
Phone
(818) 208-8686
Fax
424-256-7964
Registration
— (—)
Source
State registered
Total AUM
$7.7M
Discretionary AUM
$7.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD