Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > los angeles > PACIFIC SUN FINANCIAL CORP
PACIFIC SUN FINANCIAL CORP
10940 Wilshire Blvd
Suite 1450
Los Angeles, California 90024
Tel: 949-716-8646
About PACIFIC SUN FINANCIAL CORP
PACIFIC SUN FINANCIAL CORP, formally registered with the SEC as PACIFIC SUN FINANCIAL CORP. The firm was established in 07/05/2016. They have over 2 offices throughout the country.
PACIFIC SUN FINANCIAL CORP is a Los Angeles, California based Financial Planning firm with nearly $268,000,000 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284286 |
| SEC# | 801-107989 |
| Assets Managed by Firm | $268,000,000 |
| No. of Clients | 846 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 846 | $268,000,000 |
| Individuals (other than high net worth individuals) | 251 | $47,000,000 |
| High net worth individuals | 110 | $221,000,000 |
More Retirement Planning firms in Los Angeles, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Los Angeles, California