PACIFIC FINANCIAL STRATEGIES, INC - Financial Advisor in California, Thousand Oaks

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Fee Structure:

A percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$648,145,238

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$470,750,000

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