Pacific Wealth Strategies Group, Inc.
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 144789
- Registered since
- September 14, 2007
- Website
- pwsg.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.86%
- Individuals12.86%
- Pension & Profit Sharing Plans10.22%
- Corporations / Businesses0.05%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Wealth Strategies Group, Inc. is an independent registered investment adviser and capital allocator that has been SEC-registered since 2007. Organized as a corporation with individual ownership, the firm serves both individual and family clients as well as institutional investors. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities39%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$135M in ETFs
95%
$128M
0%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $39M | 1,084,929 | 28.80% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 4141 State St
- Time zone
- PT (UTC-8)
- Office locations
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