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
- HNWI82.41%
- Individuals17.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Sun Financial Corp is a small, SEC-registered advisory firm organized as a corporation and owned by an individual. Registered since 2016, the firm focuses on fee-based portfolio management for individuals, small businesses and business or institutional clients. Its stated client base is individual and family investors and it charges fees as a percentage of assets under management. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Advisory work centers on discretionary portfolio management. The firm lists an affiliation with a law firm, which may reflect professional or referral relationships rather than broader institutional distribution channels.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- US Government Bonds18%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3MITCHELL 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 217Active vs passive
$238M in ETFs
97%
$231M
1%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN) | First Trust | Passive | Technology | $6.7M | 28,653 | 2.82% |
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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