PACIFIC FINANCIAL STRATEGIES, INC
Tel: (818) 991-7794 223 E. Thousand Oaks Blvd., Suite 403 Thousand Oaks, California 91360
About PACIFIC FINANCIAL STRATEGIES, INC
PACIFIC FINANCIAL STRATEGIES, INC is a Thousand Oaks, California based financial advisory firm with nearly $138,021,035 in assets under management and provides investment advisory services for 707 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
151434
Firm SEC#:
801-70849
Assets Under Management:
$138,021,035
No. of Clients:
707
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
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