Overview
Assets Under Management: $177 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
PACIFIC WEALTH STRATEGIES GROUP, 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 #144789), PACIFIC WEALTH STRATEGIES GROUP, INC. is subject to fiduciary duty under federal law.
PACIFIC WEALTH STRATEGIES GROUP, INC. is headquartered in SANTA BARBARA, CA.
PACIFIC WEALTH STRATEGIES GROUP, INC. serves 87 high-net-worth clients according to their SEC filing dated February 12, 2024. View client details ↓
According to their SEC Form ADV, PACIFIC WEALTH STRATEGIES GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PACIFIC WEALTH STRATEGIES GROUP, INC. manages $177 million in client assets according to their SEC filing dated February 12, 2024.
According to their SEC Form ADV, PACIFIC WEALTH STRATEGIES GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 376
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 144789
Last Filing Date: 2024-02-12 00:00:00
Website: https://pwsg.net