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PACIFIC WEALTH STRATEGIES GROUP, INC.
4141 State Street, Suite B11
Santa Barbara, California 93110
Tel: 805-966-7775
About PACIFIC WEALTH STRATEGIES GROUP, INC.
PACIFIC WEALTH STRATEGIES GROUP, INC, formally registered with the SEC as PACIFIC WEALTH STRATEGIES GROUP, INC. The firm was established in 09/14/2007. They have over 1 offices throughout the country.
PACIFIC WEALTH STRATEGIES GROUP, INC. is a Santa Barbara, California based Financial Planning firm with nearly $177,127,291 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144789 |
| SEC# | 801-68311 |
| Assets Managed by Firm | $177,127,291 |
| No. of Clients | 539 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 539 | $177,127,291 |
| Individuals (other than high net worth individuals) | 113 | $47,235,040 |
| High net worth individuals | 59 | $102,509,701 |
| Pension and profit sharing plans | 20 | $27,244,242 |
| Charitable organizations | 1 | $54,540 |
| Corporations or other businesses | 1 | $83,768 |
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