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PACIFIC WEALTH STRATEGIES GROUP, INC.

Tel: 805-966-7775
4141 State Street, Suite B11
Santa Barbara, California  93110

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PACIFIC WEALTH STRATEGIES GROUP, INC.

PACIFIC WEALTH STRATEGIES GROUP, INC. is a Santa Barbara, California based financial advisory firm with nearly $177,127,291 in assets under management and provides investment advisory services for 539 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

144789

SEC#:

801-68311

No. of Clients:

539

Assets under Management

$177,127,291

No. of Advisors:

3

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