PACIFIC FINANCIAL STRATEGIES, INC

223 E. Thousand Oaks Blvd., Suite 403
Thousand Oaks, California 91360
Tel: (818) 991-7794

About PACIFIC FINANCIAL STRATEGIES, INC

PACIFIC FINANCIAL STRATEGIES, INC, formally registered with the SEC as PACIFIC FINANCIAL STRATEGIES, INC. The firm was established in 12/07/2009. They have over 2 offices throughout the country.

PACIFIC FINANCIAL STRATEGIES, INC is a Thousand Oaks, California based Financial Planning firm with nearly $138,021,035 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151434
SEC#	801-70849
Assets Managed by Firm	$138,021,035
No. of Clients	707
No. of Advisors	5

Fee Structure

A percentage of AUM
Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	707	$138,021,035
Individuals (other than high net worth individuals)	421	$95,400,229
High net worth individuals	19	$42,620,806

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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