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Home > Retirement Planners > california > san ramon > THE PACIFIC CENTER FOR FINANCIAL SERVICES
THE PACIFIC CENTER FOR FINANCIAL SERVICES
2000 Crow Canyon Place
Suite 430
San Ramon, California 94583
Tel: (925) 838-7700
About THE PACIFIC CENTER FOR FINANCIAL SERVICES
THE PACIFIC CENTER FOR FINANCIAL SERVICES, formally registered with the SEC as THE PACIFIC CENTER FOR FINANCIAL SERVICES. The firm was established in 12/16/1997. They have over 5 offices throughout the country.
THE PACIFIC CENTER FOR FINANCIAL SERVICES is a San Ramon, California based Financial Planning firm with nearly $878,846,223 assets under management, offering retirement planning & investment advisory services to 1644 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104557 |
| SEC# | 801-55119 |
| Assets Managed by Firm | $878,846,223 |
| No. of Clients | 1644 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1644 | $878,846,223 |
| Individuals (other than high net worth individuals) | 481 | $179,079,545 |
| High net worth individuals | 300 | $699,766,678 |
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