Overview
Assets Under Management: $201 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 113
Average Client Assets: $1 million
Frequently Asked Questions
PACIFIC FINANCIAL STRATEGIES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151434), PACIFIC FINANCIAL STRATEGIES, INC is subject to fiduciary duty under federal law.
PACIFIC FINANCIAL STRATEGIES, INC is headquartered in THOUSAND OAKS, CA.
PACIFIC FINANCIAL STRATEGIES, INC serves 113 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, PACIFIC FINANCIAL STRATEGIES, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PACIFIC FINANCIAL STRATEGIES, INC manages $201 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, PACIFIC FINANCIAL STRATEGIES, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 980
Discretionary Accounts: 980
Regulatory Filings
CRD Number: 151434
Filing ID: 2051701
Last Filing Date: 2026-02-10 12:21:11