Pacific Financial Strategies, Inc
Pacific Financial Strategies, Inc is an SEC-registered mass-market adviser in Thousand Oaks, CA with $201.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Pacific Financial Strategies, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151434, SEC 801-70849, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $201.2M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Thousand Oaks, CA
- Employees
- 5
- Clients
- 713
- CRD
- 151434
- Ownership
- GARCIA, JOSEPH, ARTHUR; GARCIA, ARTHUR, COLE; GARCIA, ANNA-CHRISTINA; DONAHOE, BRENDA, JEAN; COYLE, BRENDA, JEAN
How much AUM does Pacific Financial Strategies, Inc have?
Pacific Financial Strategies, Inc reported $201.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Pacific Financial Strategies, Inc?
Disclosed owners and executives of Pacific Financial Strategies, Inc include GARCIA, JOSEPH, ARTHUR, GARCIA, ARTHUR, COLE, GARCIA, ANNA-CHRISTINA, DONAHOE, BRENDA, JEAN, COYLE, BRENDA, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.