PACIFIC FINANCIAL STRATEGIES, INC
SEC Form ADV profile.
Total regulatory AUM
$201,189,309
Discretionary
$201,189,309
Non-discretionary
$0
Firm details
- CRD number
- 151434
- SEC file number
- 801-70849
- Main office
- THOUSAND OAKS, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.PACFS.COM
- Fee structure
-
Percentage of AUM Other
As of November 2026.