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PACIFIC FINANCIAL STRATEGIES, INC

Tel: (818) 991-7794
223 E. Thousand Oaks Blvd., Suite 403
Thousand Oaks, California  91360

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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

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 PLANNIN

Firm CRD#:

151434

SEC#:

801-70849

No. of Clients:

707

Assets under Management

$138,021,035

No. of Advisors:

5

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