Pacific Sun Financial Corp
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 284286
- Registered since
- July 5, 2016
- Website
- pacsunfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.61%
- Individuals25.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Sun Financial Corp is an independent Registered Investment Adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2016) and serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm does not identify as an active ESG investor and lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds8%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Mitchell Fisher
PresidentCRD 869469
Ryan Fisher
Vice PresidentCRD 6467206
Robert Hearn
DirectorCRD 7778471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 233Active vs passive
$280M in ETFs
97%
$271M
2%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $7.9M | 41,302 | 2.81% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10940 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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